Anthony Lepore is a registered investment advisor at Morgan Stanley, based in Baltimore, MD, with 17 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
1300 Thames Street, Thames Street Wharf, Baltimore, MD, 21231
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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
September 2017 - Present · 8 yrs 8 mos
Morgan StanleyBroker
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Scottrade Investment Management
April 2017 - July 2017 · 3 mos
Scottrade, INC.Broker
November 2013 - July 2017 · 3 yrs 8 mos
TD Ameritrade, INC.Broker
December 2011 - October 2013 · 1 yr 10 mos
Amerivest Investment Management, LLC
December 2011 - October 2013 · 1 yr 10 mos
TD Ameritrade, INC.
December 2011 - October 2013 · 1 yr 10 mos
Metlife Securities INC.
August 2010 - February 2011 · 6 mos
Metlife Securities INC.Broker
June 2010 - February 2011 · 8 mos
Suntrust Investment Services, INC.
April 2009 - March 2010 · 11 mos
Suntrust Investment Services, INC.Broker
March 2009 - March 2010 · 1 yr
Credit Suisse Securities (USA) LLCBroker
December 2006 - March 2007 · 3 mos
Scottrade, INC.Broker
March 2005 - November 2006 · 1 yr 8 mos
State Registrations2 states
MDNY
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.