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.
493 Chestnut Street, Oneonta, NY, 13820
Get directionsNo 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 →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.
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.