Leo Biagini is a registered investment advisor at Morgan Stanley, based in New York, NY, with 21 years of industry experience. Leo 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
399 Park Avenue, 12th Floor, New York, NY, 10022
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Regulatory History (1)
Customer Dispute
February 2019Other 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
Morgan StanleyBroker
Previous Registrations
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
State Registrations52 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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