LM
LM

Leslie Mcentire

26 Years of Experience
Austin, TX
Broker

Leslie Mcentire is a registered investment advisor at Morgan Stanley, based in Austin, TX, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

8701 Bee Caves Road, Suite 300, Austin, TX, 78746

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Morgan StanleyBroker
March 2010 - Present · 16 yrs 4 mos
Morgan Stanley
March 2010 - Present · 16 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2008 - March 2010 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2008 - March 2010 · 1 yr 10 mos
Swbc Investment Company
March 2008 - May 2008 · 2 mos
Swbc Investment Services, LLCBroker
January 2007 - May 2008 · 1 yr 4 mos
Financial Network Investment CorporationBroker
April 2002 - December 2006 · 4 yrs 8 mos
Edward JonesBroker
February 2000 - April 2002 · 2 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.