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Lara Leonard

5 Years of Experience
Oneonta, NY
Broker

Lara Leonard is a registered investment advisor at Morgan Stanley, based in Oneonta, NY, with 5 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

493 Chestnut Street, Oneonta, NY, 13820

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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

Lara is the president of the Kappa Phi chapter of Beta Sigma Phi sorority in Kansas City, Missouri. This administrative role takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
August 2020 - Present · 5 yrs 9 mos
Morgan StanleyBroker
June 2020 - Present · 5 yrs 11 mos
State Registrations43 states
ALARAZCACOCTDCDEFLGAIAILINKYLAMAMDMEMIMOMTNCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.