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Brian T Leuchtenburg

20 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
21,920 clients
Average Client Portfolio
$28.2M average
Assets Under Management
$619.2B

Fee Structure

Financial Planning:Investment management only
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Location

1585 Broadway, New York, NY, 10036

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian is a board member for InsideOUT Writers and Fishers Island Library Association, spending minimal time on each outside of business hours. Brian also owns Isabella Beach Property, LLC, a real estate venture, and dedicates minimal time to property management.

Employment History
Current Registrations
Morgan Stanley Investment Management INC.
February 2022 - Present · 4 yrs
Eaton Vance Distributors, INC.Broker
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Morgan Stanley Investment Management INC.
September 2021 - January 2022 · 4 mos
Morgan Stanley Distribution, INC.Broker
September 2021 - January 2022 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2014 - September 2019 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2014 - September 2019 · 5 yrs 6 mos
UBS Financial Services INC.
June 2011 - November 2013 · 2 yrs 5 mos
UBS Financial Services INC.Broker
March 2004 - November 2013 · 9 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2003 - March 2004 · 9 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brian T Leuchtenburg - Financial Advisor | TrueAdvisor