Tom Lekowski is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
13024 Ballantyne Corporate Place, Suite 150, Charlotte, NC, 28277
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tom serves as a co-trustee for a personal trust in Lancaster, SC since August 2018. This activity requires minimal time commitment.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Bluerock Capital Markets LLCBroker
Touchstone Advisors INC
Touchstone Securities, INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Lincoln Financial Distributors, INC.Broker
Prudential Annuities Distributors, INCBroker
Pruco Securities CorporationBroker
Mfs Fund Distributors, INC.Broker
Republic Financial Services CorporationBroker
John Nuveen & CO., IncorporatedBroker
Essex National Securities, INC.Broker
Ub Investment Services, INC.Broker
Invest Financial CorporationBroker
Lehman Brothers INC.Broker
Integrated Resources Equity CorporationBroker
Professional Brokerage Services, INC.Broker
State Registrations53 states
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