Best Investors Account Sign in

Leonard Baldassare

Morgan Stanley

Jericho, NY

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-24
TX RA APPROVED 2026-04-24
  • NY RA
    APPROVED
    Since 2026-04-24
  • TX RA
    APPROVED
    Since 2026-04-24

Branch Locations

Two Jericho Plaza, Jericho, NY 11753 • 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 Melville NY 03/2015 04/2026
Bank Of America, N.A. Melville NY 10/2015 04/2026
Morgan Stanley Smith Barney Llc Jericho NY 04/2026 Present
Morgan Stanley Private Bank, N.A New York NY 05/2026 Present
  • 03/2015 → 04/2026
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Melville, NY
  • 10/2015 → 04/2026
    Bank Of America, N.A.
    Melville, NY
  • 04/2026 → Present
    Morgan Stanley Smith Barney Llc
    Jericho, NY
  • 05/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-06
  • S66 Uniform Combined State Law Examination
    2015-07-06
Other Names
  • Len W Baldassare
  • Leonard W Baldassare

View on SEC IAPD

More in Jericho, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor