LW
LW

Linda Weckherlen

30 Years of Experience
Shrewsbury, NJ
Broker

Linda Weckherlen is a registered investment advisor at Morgan Stanley, based in Shrewsbury, NJ, with 30 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
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Location

1030 Broad Street 3rd Floor, Shrewsbury, NJ, 07702

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Linda is a partner in Fudicia in Dio, LLC, a rental property business in Staten Island, New York, since 2017. This activity does not appear to take up any of Linda's time during or after business hours.

Employment History
Current Registrations
Morgan Stanley
November 2017 - Present · 8 yrs 6 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2001 - June 2009 · 8 yrs 4 mos
Painewebber IncorporatedBroker
September 1998 - February 2001 · 2 yrs 5 mos
Gruntal & CO., L.L.C.Broker
April 1995 - August 1998 · 3 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.