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Leanne Kaye Clark

Morgan Stanley

Salt Lake City, UT

CRD 3155832

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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 2012-03-13
UT RA APPROVED 2011-06-27
  • TX RA
    APPROVED
    Since 2012-03-13
  • UT RA
    APPROVED
    Since 2011-06-27

Branch Locations

60 East South Temple 20Th Floor, Salt Lake City, UT 84111 • 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 Smith Barney Llc South Jordan UT 03/2016 10/2016
Morgan Stanley Private Bank, N.A. New York NY 04/2016 Present
Morgan Stanley Salt Lake City UT 10/2016 Present
  • 03/2016 → 10/2016
    Morgan Stanley Smith Barney Llc
    South Jordan, UT
  • 04/2016 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 10/2016 → Present
    Morgan Stanley
    Salt Lake City, UT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-02
S63 Uniform Securities Agent State Law Examination 2001-01-08
  • S66 Uniform Combined State Law Examination
    2006-05-02
  • S63 Uniform Securities Agent State Law Examination
    2001-01-08
Other Names
  • Leanne K Wiltse
  • Leanne Kaye Wiltse

View on SEC IAPD

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