LS
LS

Leandro Souto

10 Years of Experience
Irvine, CA
Broker

Leandro Souto is a registered investment advisor at Morgan Stanley, based in Irvine, CA, 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
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Location

1901 Main Street, Suite 700, Irvine, CA, 92614

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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.

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Other Business Activities

Leandro is a member of GS&B, LLC, involved in investment/finance/banking and real estate since 2014. He dedicates minimal time to this activity, performing it outside of business hours.

Employment History
Current Registrations
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Morgan StanleyBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Charles Schwab & CO., INC.
January 2016 - February 2022 · 6 yrs 1 mo
Charles Schwab & CO., INC.Broker
November 2015 - February 2022 · 6 yrs 3 mos
State Registrations1 state
CA
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.