Walter Alfredo Alfredo Leon Diaz

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

• 05/2010 → 06/2017
  Citibank Del Peru S.A.
  Lima
• 12/2010 → 06/2017
  Citibank Del Peru S.A.
  Lima
• 12/2010 → 06/2017
  Citi International Financial Services Llc
  San Juan, PR
• 07/2017 → 07/2022
  Citi International Financial Services Llc
  Miami, FL
• 07/2017 → 07/2022
  Citibank Na
  Miami, FL
• 07/2022 → Present
  Morgan Stanley Smith Barney Llc
  Miami, FL
• 09/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2021-06-21 → 2022-07-01
  Citigroup Global Markets Inc.
  Miami, FL
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-03-20

Other Names

• Walter Alfredo Leon
• Walter Alfredo Leon Diaz
• Walter A Leondiaz