D.a. Davidson &
47yrs
Top 1% by experience in Seattle
39yrs
Greg Leclair
Financial advisor at Morgan Stanley
Based in Seattle, Washington, Greg Leclair is a fiduciary financial advisor with 39 years of industry experience. Greg joined Morgan Stanley in 2009, after 19 years at Citigroup Global Markets. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1981 advisors with offices in Seattle, and one of 1838 fiduciaries.
At a glance
Experience39 years (since 1988)
How that compares ?Top 4% by experience in Washington
Office601 Union Street, Two Union Square Suite 5200, Seattle, WA 98101
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowMorgan StanleyCurrent firm
- 1990 – 2009Citigroup Global Markets Inc.Previously
Questions to ask Greg
Tailored to Greg’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Greg
How do I contact Greg?
Call Morgan Stanley at 914-225-5510 and ask for Greg Leclair. Greg works from the Seattle, WA office.
How long has Greg been a financial advisor?
Greg has been in the industry since 1988, about 39 years. Top 4% by experience in Washington.
What licenses does Greg hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Greg a fiduciary?
Greg is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Greg paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Greg for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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