Heather Levasseur is a registered investment advisor at Morgan Stanley, based in Portland, ME, with 28 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
100 Middle Street, 3rd Floor, Portland, ME, 04101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Heather works as an election worker for the City of Saco, Maine, starting in June 2024. This administrative role requires minimal time outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations39 states
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