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Leo Biagini

21 Years of Experience
New York, NY
1 DisclosureBroker

Leo Biagini is a registered investment advisor at Morgan Stanley, based in New York, NY, with 21 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

399 Park Avenue, 12th Floor, New York, NY, 10022

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History

Regulatory History (1)
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Customer Dispute
February 2019
Denied
Other Business Activities

Leo is involved in several real estate and investment-related activities, including real estate and townhome construction, investments in Alta Capital Fund LLC, ITL Investments LLC, and Sports Global Connector LLC. He also serves on the advisory board for OG Real Estate Managing Partners LLC and is a partner in OG Latam Real Estate LLC.

Employment History
Current Registrations
Morgan Stanley
March 2016 - Present · 10 yrs 6 mos
Morgan StanleyBroker
March 2016 - Present · 10 yrs 6 mos
Previous Registrations
Credit Suisse Securities (USA) LLC
August 2012 - March 2016 · 3 yrs 7 mos
Credit Suisse Securities (USA) LLCBroker
July 2012 - March 2016 · 3 yrs 8 mos
J.P. Morgan Securities LLCBroker
October 2008 - July 2012 · 3 yrs 9 mos
J.P. Morgan Securities INC.Broker
March 2008 - October 2008 · 7 mos
Citigroup Global Markets INC.Broker
May 2007 - March 2008 · 10 mos
Citicorp Investment ServicesBroker
December 2004 - May 2007 · 2 yrs 5 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.