LM
LM

Leeanne Maultsby

2 Years of Experience
Chapel Hill, NC
Broker

Leeanne Maultsby is a registered investment advisor at Morgan Stanley, based in Chapel Hill, NC, with 2 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

6340 Quadrangle Drive, Suite 300, Chapel Hill, NC, 27517

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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

Leeanne works as an employee in customer service at Sidetrack Bar and Lounge, a restaurant/bar/nightclub in Chapel Hill, North Carolina. This takes about 10-20% of her time after business hours.

Employment History
Current Registrations
Morgan Stanley
August 2023 - Present · 3 yrs 1 mo
Morgan StanleyBroker
June 2023 - Present · 3 yrs 3 mos
State Registrations45 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.