Mark Leonard is a registered investment advisor at Morgan Stanley, based in Mclean, VA, with 27 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
1650 Tysons Boulevard, Suite 1000, Mclean, VA, 22102
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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 Stanley
February 2015 - Present · 11 yrs 3 mos
Morgan StanleyBroker
February 2015 - Present · 11 yrs 3 mos
Previous Registrations
Suntrust Investment Services, INC.
July 2002 - February 2015 · 12 yrs 7 mos
Suntrust Investment Services, INC.Broker
November 2000 - February 2015 · 14 yrs 3 mos
Citicorp Investment ServicesBroker
October 1997 - May 2000 · 2 yrs 7 mos
State Registrations28 states
ALAZCACOCTDCDEFLGAILINMAMDMEMIMONCNENJNVNYPASCTNTXVAWAWV
AdvisorBrokerBoth
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
No exam information available for this advisor.