American Wealth Management
47yrs
Top advisor by experience in Alpharetta
5yrs
Leidy Passow has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Alpharetta, Georgia. After a year at Merrill Lynch, Pierce, Fenner & Smith, Leidy joined Morgan Stanley in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 1197 advisors with offices in Alpharetta, and one of 1131 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009
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 ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- Nov 2025 – nowMorgan StanleyCurrent firm
- 2022 – 2025Morgan StanleyPreviously
- Sep 2021 – May 2022
Questions to ask Leidy
Tailored to Leidy’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Leidy
How do I contact Leidy?
Call Morgan Stanley at 914-225-5510 and ask for Leidy Passow. Leidy works from the Alpharetta, GA office.
How long has Leidy been a financial advisor?
Leidy has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Leidy hold?
Series 66. Tap any license on this page to see what it allows.
Is Leidy a fiduciary?
Leidy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Leidy 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 Leidy 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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