Adam Leapley is a CFP, ChFC-designated registered investment advisor at Morgan Stanley, based in Westport, CT, with 31 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
500 Post Road East, 3rd Floor, Westport, CT, 06880
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2008Customer Dispute
March 2005Other Business Activities
Adam owns ASD Fitness Center, where he handles financial responsibilities, dedicating minimal time. He also owns RTJ Properties, a commercial property, spending minimal time outside business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations26 states
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
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