LZ
LZ

Leslie Zeifman

23 Years of Experience
Mount Laurel, NJ
Broker

Leslie Zeifman is a registered investment advisor at Morgan Stanley, based in Mount Laurel, NJ, with 23 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

330 Fellowship Road, Mount Laurel, NJ, 08054

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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

Leslie is the treasurer for Target Property Management since 2006, attending board meetings. This activity does not occur during office hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
September 2003 - April 2007 · 3 yrs 7 mos
Morgan Stanley Dw INC.Broker
March 2003 - April 2007 · 4 yrs 1 mo
Pruco Securities CorporationBroker
August 2002 - March 2003 · 7 mos
Fordham Financial Management, INC.Broker
May 2002 - July 2002 · 2 mos
State Registrations18 states
AZCACTDEFLILLAMAMDMENCNENJNYOHPASCVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.