LH
LH

Leonard Hill

13 Years of Experience
Bellevue, WA
Broker

Leonard Hill is a registered investment advisor at Morgan Stanley, based in Bellevue, WA, with 13 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

500 108th Avenue, North East, Suite 1900, Bellevue, WA, 98004

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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

Leonard is a board member of the Central Washington University Foundation Board since 2020. This role requires minimal time and is investment-related.

Employment History
Current Registrations
Morgan Stanley
August 2021 - Present · 4 yrs 11 mos
Morgan StanleyBroker
July 2021 - Present · 5 yrs
Previous Registrations
Hartford Funds Distributors, LLCBroker
May 2018 - July 2021 · 3 yrs 2 mos
Wells Fargo Funds Management, LLC
December 2016 - April 2018 · 1 yr 4 mos
Wells Fargo Funds Management, LLC
October 2013 - December 2014 · 1 yr 2 mos
Wells Fargo Funds Distributor, LLCBroker
October 2012 - April 2018 · 5 yrs 6 mos
State Registrations47 states
AKARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRSCSDTNTXUTVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.