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Andrew Leoni

13 Years of Experience
Orland Park, IL
Broker

Andrew Leoni is a registered investment advisor at Morgan Stanley, based in Orland Park, IL, with 13 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

15341 South 94th Avenue, Suite 200, Orland Park, IL, 60462

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andrew serves as a trustee or co-trustee for a trust in Frankfort, Illinois since March 2022. This requires minimal time during business hours.

Employment History
Current Registrations
Morgan Stanley
July 2013 - Present · 12 yrs 10 mos
Morgan StanleyBroker
May 2013 - Present · 13 yrs
Previous Registrations
Morgan Stanley Dw INC.Broker
January 2004 - March 2004 · 2 mos
State Registrations35 states
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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.