PL
PL

Peggy Ledvina

26 Years of Experience
Bethesda, MD
Broker

Peggy Ledvina is a registered investment advisor at Morgan Stanley, based in Bethesda, MD, with 26 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

7500 Old Georgetown Road 10th Floor, Bethesda, MD, 20814

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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

Peggy owns Saggio-I LLC and Saggio-II LLC, both real estate ventures, dedicating minimal time to each. She is also a managing member of Saggio-III LLC, an investment-related real estate venture, spending minimal time on it.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
January 2008 - June 2009 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
January 2008 - June 2009 · 1 yr 5 mos
Alliancebernstein L.P.
April 2005 - February 2008 · 2 yrs 10 mos
Sanford C. Bernstein & CO., LLCBroker
February 2005 - February 2008 · 3 yrs
Beacon Global Advisors, INC.Broker
July 2003 - February 2005 · 1 yr 7 mos
RBC Dain Rauscher INC.Broker
April 1998 - November 2001 · 3 yrs 7 mos
Wessels, Arnold & Henderson, L.L.C.Broker
February 1998 - April 1998 · 2 mos
State Registrations40 states
AKALARAZCACOCTDCDEFLGAHIIAILINKYMAMDMEMIMNMSNCNENJNVNYOHORPAPRSCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.