Anthony Lepore

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 07/2017
  Scottrade
  Rosedale, MD
• 08/2017 → Present
  Morgan Stanley
  Baltimore, MD
• 10/2021 → Present
  Morgan Stanley Services Group, Lnc.
  Baltimore, MD

Previous Registrations

• 2017-04-07 → 2017-07-11
  Scottrade Investment Management
  Saint Louis, MO
• 2011-12-22 → 2013-10-28
  Td Ameritrade, Inc.
  Towson, MD
  Glen Allen, VA
• 2011-12-22 → 2013-10-28
  Td Ameritrade Investment Management, Llc
  Lutherville, MD
  Glen Allen, VA
• 2010-08-26 → 2011-02-15
  Msi Financial Services, Inc.
  Elkridge, MD
• 2009-04-06 → 2010-03-05
  Truist Investment Services, Inc.
  Glen Burnie, MD
  Parkville, MD
  Towson, MD
  Towson, MD
  Towson, MD
  Timonium, MD

Exams

• S66 Uniform Combined State Law Examination
  2009-04-04
• S63 Uniform Securities Agent State Law Examination
  2005-04-21

Other Names

• Tony Lepore
• Anthony D Lepore
• Anthony Dominic Lepore