LC
LC

Leonard Cohen

44 Years of Experience
Lawrenceville, NJ
1 DisclosureBroker

Leonard Cohen is a registered investment advisor at Morgan Stanley, based in Lawrenceville, NJ, with 44 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

1200 Lenox Drive, Suite 300, Lawrenceville, NJ, 08648

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History

Regulatory History (1)
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Customer Dispute
May 2000
Denied
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 2003 - April 2007 · 4 yrs 1 mo
Morgan Stanley Dw INC.Broker
November 2000 - April 2007 · 6 yrs 5 mos
Painewebber IncorporatedBroker
August 1992 - November 2000 · 8 yrs 3 mos
Kidder, Peabody & CO. IncorporatedBroker
April 1988 - August 1992 · 4 yrs 4 mos
Dillon, Read & CO. INC.Broker
November 1986 - May 1988 · 1 yr 6 mos
Seligman Securities, INC.Broker
October 1981 - December 1986 · 5 yrs 2 mos
Source Securities CorporationBroker
July 1981 - October 1981 · 3 mos
State Registrations39 states
ALARAZCACOCTDCDEFLGAILINMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHORPARISCTNTXVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.