LM
LM

Leonardo Mesa

11 Years of Experience
Miami, FL
Broker

Leonardo Mesa is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 11 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

200 S. Biscayne Blvd., Miami, FL, 33131

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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

Leonardo's spouse owns rental property in Riverview, FL, and Leonardo owns rental property in Lithia, FL. Leonardo spends minimal time per month acting as a landlord.

Employment History
Current Registrations
Morgan Stanley
October 2021 - Present · 4 yrs 7 mos
Morgan StanleyBroker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2015 - November 2021 · 6 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
August 2014 - November 2021 · 7 yrs 3 mos
State Registrations26 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.