Leah Ogden, financial advisor Chapel Hill NC

Leah Ogden

CRD Number: 1083429
Current Firm: Morgan Stanley

Leah Ogden (CRD# 1083429) is an Investment Advisor Representative working at Morgan Stanley in Chapel Hill, NC and has over 12 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Morgan Stanley Private Bank, N.a New York, NY Nov 2022 - Current 1
Morgan Stanley Smith Barney LLC Chapel Hill, NC Sep 2022 - Current 1
Raymond James & Associates, Inc. Durham, NC Apr 2011 - Sep 2022 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Leah S. Ogden
Phone Number: 914-225-5510
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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