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Patricia Marie Leach

Morgan Stanley

Coeur D'ALene, ID

CRD 5753593

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-05-05
ID RA APPROVED 2019-11-14
  • TX RA
    APPROVED
    Since 2020-05-05
  • ID RA
    APPROVED
    Since 2019-11-14

Branch Locations

505 East Front Avenue Suite 201, Coeur D'ALene, ID 83814 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Coeur D'ALene ID 11/2013 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-14
  • S66 Uniform Combined State Law Examination
    2019-11-14
Other Names
  • Patricia Marie Smith

View on SEC IAPD

Nearby Firms

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STIFEL, NICOLAUS & COMPANY, INCORPORATED
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Nearby Investors

WILLIAM PATRICK DOUGHERTY
MARLA KAY RINGLING
Tad Peter Johnson

Nearby Offices

LPL FINANCIAL LLC · COEUR D'ALENE, ID
STIFEL, NICOLAUS & COMPANY, INCORPORATED · COEUR D'ALENE, ID
WELLS FARGO CLEARING SERVICES, LLC · COEUR D'ALENE, ID

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