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Craig Bruce Leone

Morgan Stanley

Cleveland, OH

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-11-18
TX RA APPROVED 2022-11-18
  • OH RA
    APPROVED
    Since 2022-11-18
  • TX RA
    APPROVED
    Since 2022-11-18

Branch Locations

200 Public Square Suite 2600, Cleveland, OH 44114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 09/1996 11/2022
Bank Of America, N.A. Cleveland OH 05/2011 11/2022
Morgan Stanley Smith Barney Llc Cleveland OH 11/2022 Present
Morgan Stanley Private Bank, N.A New York NY 12/2022 Present
  • 09/1996 → 11/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Cleveland, OH
  • 05/2011 → 11/2022
    Bank Of America, N.A.
    Cleveland, OH
  • 11/2022 → Present
    Morgan Stanley Smith Barney Llc
    Cleveland, OH
  • 12/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-11-27
S63 Uniform Securities Agent State Law Examination 1996-11-19
  • S65 Uniform Investment Adviser Law Examination
    1996-11-27
  • S63 Uniform Securities Agent State Law Examination
    1996-11-19
Other Names
  • Craig B Leone

View on SEC IAPD

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