Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Leuchtenburg has been in the financial services industry since October 2005. Brian is currently registered with Morgan Stanley Investment Management Inc. as a Registered Representative. Brian holds a Series 66, Series 30, SIE, Series 31, and Series 7 licenses. Brian was previously employed by MORGAN STANLEY DISTRIBUTION, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and UBS FINANCIAL SERVICES INC. Brian has experience in various areas of financial planning, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Brian is also a board member for InsideOUT Writers and the Fishers Island Library Association.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
02/11/2022 - Present
Morgan Stanley Investment Management Inc. (NEW YORK NY)
CA
09/03/2021 - 01/15/2022
MORGAN STANLEY DISTRIBUTION, INC. (Los Angeles CA)
CA
03/28/2014 - 09/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA MONICA CA)
NJ
03/22/2004 - 11/29/2013
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/23/2003 - 03/22/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2019
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 06/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Leuchtenburg is the right advisor for you? Invested Better is here to help.
