Leslie Irizarry
Leslie Irizarry is a registered investment advisor at Morgan Stanley, based in San Antonio, TX, with 8 years of industry experience. Leslie 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
7600 Broadway, Suite 100, San Antonio, TX, 78209
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Regulatory History (1)
Criminal
May 2005Other Business Activities
Leslie works as a notary signing agent and as a driver for Uber. These activities take approximately 16 and 96 hours per month respectively, with the Uber driving taking about half of Leslie's time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations53 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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