Jeffrey Levinsohn is a registered investment advisor at Morgan Stanley, based in West Conshohocken, PA, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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IM Fee
Assets Under Management
Fee Structure
Location
100 Front Street, Suite 600, West Conshohocken, PA, 19428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a board member and on the investment committee for Settlement Music School, dedicating minimal time during and a few hours per week after business hours. He also serves as a trustee/co-trustee for two trusts since 2013 and 2015, respectively, dedicating minimal time to these activities.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Cms Investment Resources, INC.Broker
State Registrations40 states
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