Frank Leroy Coulson

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

• 05/2014 → Present
  Morgan Stanley
  Philidelphia, PA
• 01/2015 → Present
  Morgan Stanley
  Conshohocken, PA
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2009-01-21 → 2014-05-27
  Barclays Capital Inc.
  Philadelphia, PA
• 2008-02-13 → 2008-10-15
  Lehman Brothers Inc.
  Philadelphia, PA
  New York, NY
  New York, NY
  New York, NY

Other Businesses

1) NAME/ADDRESS/NATURE OF BUSINESS: L&F FARM LLC; 350 POND VIEW ROAD, DEVON, PA 19333;NON-INVESTMENT RELATED/COLLECT INCOME FROM USE OF LAND AND PAY TAXES; 25% OWNERSHIP IN FAMILY FARM. 1/4 OWNERSHIP WITH 3 SISTERS. I WILL DO THE OCASSIONAL MAINTENANCE OF BILL COLLECTING AND PAYING TAXES 15 OCT 2012 ZERO HOURS DEVOTED DURING BUSINESS HOUR; 14 HOURS PER MONTH 2)REEL GLORY, LLC; NO; DEVON, PA 19333; LIMITED LIABILITY CORPORATION FOR BOAT OWNERSHIP; FOUNDER SOLE OWNER; 01/01/2013; 0 HOURS PER MONTH; 0 DURING BUSINESS HOURS 2. Property 52 West Chester LLC; Investment related; Chester County, PA; Real Estate; Member (proprietor, partner, officer, director, employee, trustee, agent); May 2019; During business hours: 0; After business hours: 1; Real Estate Investment * 371412 - Property 52 Phoenixville LLC; Investment related; Real Estate; Member (proprietor, partner, officer, director, employee, trustee, agent); May 2019; During business hours: 0; After business hours: 1; Real Estate Investment. *375897 - Alpha Buyer Inc.; Investment related No; Software and Cloud Services; Board Member (proprietor, partner, officer, director, employee, trustee, agent); Aug 2019; During business hours: 0; After business hours: 1 *398580 - Merion Golf Investment Committee; Investment related - No; Ardmore, Pennsylvania; Non-Profit; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); May 2020; During business hours: 1; After business hours: 1; Investment Decisions/Advice *689661- Pohqualine Fishing Association; Investment related: No; Stroudsburg, Pennsylvania; Recreation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 04-2026; During business hours: 1; After business hours: 0; Other - Help with stream fish stocking and general club duties

Exams

• S66 Uniform Combined State Law Examination
  2001-12-12

Other Names

• Frank Leroy Coulson
• Frank Leroy Coulson
• Frank Leroy Coulson Iii