Leah Stewart Ogden

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → 09/2022
  Raymond James & Associates, Inc.
  Durham, NC
• 09/2022 → Present
  Morgan Stanley Smith Barney Llc
  Chapel Hill, NC
• 11/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2011-06-06 → 2022-09-22
  Raymond James & Associates, Inc.
  Chapel Hill, NC
• 2008-10-07 → 2010-11-03
  Kuhn Advisors, Inc.
  Durham, NC
• 2003-02-13 → 2008-09-02
  Woodward Financial Advisors, Llc
  Chapel Hill, NC

Exams

• S66 Uniform Combined State Law Examination
  2011-06-03

Designations

• Chartered Financial Analyst

Other Names

• Leah Therese Stewart
• Leah Therese Stewart