Brian Leuchtenburg
Brian Leuchtenburg is a registered investment advisor at Morgan Stanley Investment Management INC., based in New York, NY, with 20 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21,920 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MSIM's fees vary based on the client's circumstances and are negotiated. Fees are generally billed quarterly in arrears based on current or quarter-average market values. The fees described do not include fees for advisory services provided through wrap fee programs. Clients should refer to the documents specific to their wrap fee program for fee information.
Location
1585 Broadway, New York, NY, 10036
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Regulatory History
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.
Learn about disclosures →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.
Eaton Vance Distributors, INC.
Eaton Vance Distributors, INC.Broker
Previous Registrations
Morgan Stanley Investment Management INC.
Morgan Stanley Distribution, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations52 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.