Leslie Adams
Leslie Adams is a registered investment advisor at Morgan Stanley, based in West Palm Beach, FL, with 49 years of industry experience. Leslie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
777 South Flagler Drive, Suite 700E, West Palm Beach, FL, 33401
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Regulatory History (1)
Customer Dispute
March 2009Other Business Activities
Leslie serves on the board of directors for the American Lung Association of Southeast Florida and Executive Women of the Palm Beaches. She also serves as a board member and on the finance committee for the Legal Aid Society of Palm Beach County, spending minimal time on this activity outside of business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Prudential Securities IncorporatedBroker
J. B. Hanauer & CO.Broker
Paine, Webber, Jackson & Curtis IncorporatedBroker
State Registrations35 states
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
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