Landon Pooley is a registered investment advisor at Morgan Stanley, based in Prescott, AZ, with 5 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
118 E. Carleton Street, Prescott, AZ, 86303
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Regulatory History (1)
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Criminal
February 2018Final Disposition
Other Business Activities
Landon is on the finance committee for the Granville Community Association, providing guidance on reserve and capital improvement expenditures. This takes minimal time each month.
Employment History
Current Registrations
Morgan Stanley
January 2021 - Present · 5 yrs 4 mos
Morgan StanleyBroker
October 2020 - Present · 5 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.