Leeann Genzano is a registered investment advisor at Morgan Stanley, based in Mount Laurel, NJ, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
330 Fellowship Road, Mount Laurel, NJ, 08054
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
May 2016 - Present · 10 yrs 2 mos
Morgan Stanley
May 2016 - Present · 10 yrs 2 mos
Previous Registrations
UBS Financial Services INC.Broker
March 2009 - May 2016 · 7 yrs 2 mos
UBS Financial Services INC.
March 2009 - May 2016 · 7 yrs 2 mos
Citigroup Global Markets INC.Broker
February 2006 - March 2009 · 3 yrs 1 mo
Citigroup Global Markets INC.
February 2006 - March 2009 · 3 yrs 1 mo
Legg Mason Wood Walker, IncorporatedBroker
May 2003 - February 2006 · 2 yrs 9 mos
Legg Mason Wood Walker INC
May 2003 - February 2006 · 2 yrs 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
December 2002 - May 2003 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2001 - May 2003 · 1 yr 10 mos
First Union Securities, INC.Broker
October 1999 - July 2001 · 1 yr 9 mos
First Union Capital Markets CORP.Broker
April 1997 - October 1999 · 2 yrs 6 mos
Alex. Brown & Sons IncorporatedBroker
September 1996 - April 1997 · 7 mos
Cs First Boston CorporationBroker
June 1992 - April 1995 · 2 yrs 10 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
February 1992 - July 1992 · 5 mos
Prudential Securities IncorporatedBroker
February 1991 - September 1991 · 7 mos
Goldman Sachs Money Markets INC.Broker
January 1987 - March 1989 · 2 yrs 2 mos
Goldman, Sachs & CO.Broker
May 1986 - August 1986 · 3 mos
State Registrations44 states
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Exams
No exam information available for this advisor.