LT
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Leia Turpeau

10 Years of Experience
Chicago, IL
1 DisclosureBroker

Leia Turpeau is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 10 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

233 South Wacker Drive Suite 9200, Pwm, Chicago, IL, 60606

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History

Regulatory History (1)
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Financial
May 2024
Final
Other Business Activities

Leia is the sole proprietor/owner of Simmons Holdings LLC, a real estate business in Chicago, since 2019. She spends minimal time on this activity, split between business and after-business hours.

Employment History
Current Registrations
Morgan StanleyBroker
September 2023 - Present · 2 yrs 10 mos
Morgan Stanley
September 2023 - Present · 2 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLC
September 2018 - September 2023 · 5 yrs
J.P. Morgan Securities LLCBroker
February 2016 - September 2023 · 7 yrs 7 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.