Leanna Frey, financial advisor Pittsburgh PA
90 score

Leanna Frey

CRD Number: 6126824
Current Firm: Morgan Stanley

Leanna Frey (CRD# 6126824) is an Investment Advisor Representative working at Morgan Stanley in Pittsburgh, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Pittsburg, PA Sep 2014 - Current 2
Automatic Data Processing Pittsburgh, PA May 2014 - Sep 2014 < 1
Mdt Advisers, A Division Of Federated Mdta LLC Boston, MA Dec 2012 - Apr 2014 1
Federated Investment Counseling Pittsburgh, PA Dec 2012 - Apr 2014 1
Federated Global Investment Management Corp New York, NY Dec 2012 - Apr 2014 1
Federated Securities Corp Pittsburgh, PA Oct 2012 - Apr 2014 1
Federated Investors Inc. Pittsburgh, PA Oct 2012 - Apr 2014 1
Jewish Community Center Pittsburgh, PA Jun 2008 - Sep 2012 4
Penn State State College, PA Aug 2008 - May 2012 3
Fletcher Industries Canonsburg, PA Jun 2009 - Aug 2011 2
Peters Township School District Mcmurray, PA Oct 2002 - Jun 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Leanna M. Frey
Phone Number: 914-225-5510
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
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 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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