LW
CFP
LW
CFP
Lebbeus Woods
31 Years of Experience
Indianapolis, IN
1 DisclosureBroker
Lebbeus Woods is a CFP-designated registered investment advisor at Morgan Stanley, based in Indianapolis, IN, with 31 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
800 East 96th Street, Suite 400, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2011Closed-No Action
Employment History
Current Registrations
Morgan StanleyBroker
March 2015 - Present · 11 yrs 2 mos
Morgan Stanley
March 2015 - Present · 11 yrs 2 mos
Previous Registrations
UBS Financial Services INC.Broker
May 2004 - March 2015 · 10 yrs 10 mos
UBS Financial Services INC.
May 2004 - March 2015 · 10 yrs 10 mos
Banc One Securities Corporation
April 1998 - May 2004 · 6 yrs 1 mo
Banc One Securities CorporationBroker
September 1995 - May 2004 · 8 yrs 8 mos
Keogler, Morgan & Company, INC.Broker
June 1994 - September 1995 · 1 yr 3 mos
State Registrations18 states
CACOCTDEFLILINKSMAMONCNJNYOHPASCTNTX
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.