LD
LD

Lenore Dunlop

7 Years of Experience
Coral Springs, FL
Broker

Lenore Dunlop is a registered investment advisor at Morgan Stanley, based in Coral Springs, FL, with 7 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

2825 N. University Drive, Suite 400, Coral Springs, FL, 33065

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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

Lenore owns rental properties in Atlantic Beach, FL since 2001, dedicating minimal time during and after business hours. She also serves as a trustee for a trust since 2015, spending minimal time after business hours.

Employment History
Current Registrations
Morgan Stanley
February 2019 - Present · 7 yrs 3 mos
Morgan StanleyBroker
January 2019 - Present · 7 yrs 4 mos
State Registrations27 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.