Leonard Santangelo
Leonard Santangelo is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 32 years of industry experience. Leonard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
Mack Center Iv, South 61, Paramus Road, Paramus, NJ, 07652
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2003Other 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
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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