LI
LI
Leslie Irizarry
7 Years of Experience
San Antonio, TX
1 DisclosureBroker
Leslie Irizarry is a registered investment advisor at Morgan Stanley, based in San Antonio, TX, with 7 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
7600 Broadway, Suite 100, San Antonio, TX, 78209
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Regulatory History (1)
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Criminal
May 2005Final Disposition
Other 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
June 2021 - Present · 4 yrs 11 mos
Morgan StanleyBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLC
April 2018 - April 2021 · 3 yrs
J.P. Morgan Securities LLCBroker
March 2018 - April 2021 · 3 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.