FL
FL

Francis Leontitsis

10 Years of Experience
Punta Gorda, FL
Broker

Francis Leontitsis is a registered investment advisor at Morgan Stanley, based in Punta Gorda, FL, with 10 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
Loading...

Location

425 Cross Street, Unit 116, Punta Gorda, FL, 33950

Get directions

History

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 →
Other Business Activities

Francis is a director for the Boys and Girls Clubs of Charlotte County since 2012. He dedicates a few hours per week to this role, attending meetings and events.

Employment History
Current Registrations
Morgan Stanley
July 2020 - Present · 6 yrs 2 mos
Morgan Stanley
July 2020 - Present · 6 yrs 2 mos
Morgan StanleyBroker
July 2020 - Present · 6 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.
May 2015 - July 2020 · 5 yrs 2 mos
Raymond James & Associates, INC.Broker
April 2015 - July 2020 · 5 yrs 3 mos
State Registrations27 states
ARAZCACOCTDCDEFLGAILINMAMDMEMIMNMONCNDNJNYPASCTNTXUTWI
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.
Francis Leontitsis - Financial Advisor | TrueAdvisor