Lea Bostic is a registered investment advisor at Morgan Stanley, based in Huntington, WV, with 18 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
1200 Third Avenue, Suite 100, Huntington, WV, 25701
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2018 - Present · 7 yrs 11 mos
Morgan StanleyBroker
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Metlife Securities INC.Broker
December 2008 - March 2009 · 3 mos
Metlife Securities INC.Broker
February 2008 - October 2008 · 8 mos
Aig Retirement Advisors, INC.Broker
December 2007 - February 2008 · 2 mos
Metlife Securities INC.Broker
July 2007 - December 2007 · 5 mos
Citigroup Global Markets INC.Broker
August 2005 - July 2007 · 1 yr 11 mos
Morgan Stanley Dw INC.Broker
April 2000 - August 2005 · 5 yrs 4 mos
Ferris, Baker Watts IncorporatedBroker
December 1998 - November 2000 · 1 yr 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.