Leonard Cohen is a registered investment advisor at Morgan Stanley, based in Potomac, MD, with 22 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
12505 Park Potomac Avenue, Suite 200, Potomac, MD, 20854
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Regulatory History (1)
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Employment Separation After Allegations
November 2011Other Business Activities
Leonard serves as a Trustee/Co-Trustee for a trust in West Palm Beach, Florida. This investment-related activity requires minimal time.
Employment History
Current Registrations
Morgan Stanley
February 2012 - Present · 14 yrs 3 mos
Morgan StanleyBroker
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Suntrust Investment Services, INC.Broker
August 2006 - December 2011 · 5 yrs 4 mos
Suntrust Investment Services, INC.
June 2006 - December 2011 · 5 yrs 6 mos
Suntrust Securities, INC.Broker
May 2000 - April 2001 · 11 mos
Crestar Securities CorporationBroker
February 2000 - May 2000 · 3 mos
Nylife Securities INC.Broker
March 1998 - January 2000 · 1 yr 10 mos
Pruco Securities CorporationBroker
February 1998 - March 1998 · 1 mo
State Registrations21 states
AKCACOCTDCDEFLILMAMDMEMINCNENJNYOHORPATXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.