LW
LW

Latosha Wilkerson

21 Years of Experience
Richmond, VA
Broker

Latosha Wilkerson is a registered investment advisor at Morgan Stanley, based in Richmond, VA, with 21 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

901 East Byrd Street, Suite 2000, Richmond, VA, 23219

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History

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.

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Other Business Activities

Latosha works as a fitness instructor at Gold's Gym and a fitness coach at Boho Cycle Studio. These activities require minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
January 2008 - June 2009 · 1 yr 5 mos
Morgan Stanley & CO. IncorporatedBroker
January 2008 - June 2009 · 1 yr 5 mos
Wachovia Securities, LLC
March 2005 - December 2007 · 2 yrs 9 mos
Wachovia Securities, LLCBroker
July 2004 - December 2007 · 3 yrs 5 mos
State Registrations45 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Latosha Wilkerson - Financial Advisor | TrueAdvisor