Leandro Gonzalez Souto

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

• 07/2015 → 02/2022
  Charles Schwab & Co., Inc.
  Westlake, TX
• 05/2013 → Present
  Gs&B Llc
  Carmel, IN
• 03/2017 → 07/2019
  Charles Schwab Bank
  Temecula, CA
• 02/2022 → Present
  Morgan Stanley
  Irvine, CA

Previous Registrations

• 2016-01-12 → 2022-02-28
  Charles Schwab & Co., Inc.
  Indianapolis, IN
  Indianapolis, IN
  Temecula, CA
  Indianapolis, IN
  Fort Worth, TX
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2016-01-12