LS
LS
Leonard Santangelo
31 Years of Experience
Paramus, NJ
1 DisclosureBroker
Leonard Santangelo is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 31 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
Mack Center Iv, South 61, Paramus Road, Paramus, NJ, 07652
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2003Denied
Other Business Activities
Leonard is a partner/owner of All Keys Boat Rentals, LLC, DBA Anchors Away Boat Rentals since June 2022, spending minimal time. He is also a 50% owner of Prodigy Group Enterprises, LLC since June 2023, dedicating minimal time.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
May 2008 - June 2009 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
May 2008 - June 2009 · 1 yr 1 mo
Citigroup Global Markets INC.
May 2002 - June 2008 · 6 yrs 1 mo
Citigroup Global Markets INC.Broker
May 1994 - June 2008 · 14 yrs 1 mo
State Registrations31 states
AKALAZCACOCTDCDEFLGAILINKSMAMDMEMIMNNCNJNMNVNYORPARISCTNTXVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.