Tobias Colson Leonardos

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

• 01/2017 → 05/2017
  University Of Redlands Athletic Department
  Redlands, CA
• 05/2017 → 08/2018
  Kilroy Realty Corporation
  San Francisco, CA
• 01/2018 → 04/2018
  University Of Redlands Media Services
  Redlands, CA
• 06/2018 → 08/2018
  Outsource
  South San Francisco, CA
• 05/2019 → 06/2020
  Mutual Of Omaha Investor Services
  Concord, CA
• 05/2019 → 06/2020
  Mutual Of Omaha Insurance Company
  Concord, CA
• 08/2015 → 04/2019
  University Of Redlands
  Redlands, CA
• 06/2020 → Present
  Morgan Stanley
  San Francisco, CA
• 01/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2019-08-08 → 2020-07-24
  Mutual Of Omaha Investor Services, Inc.
  Pleasant Hill, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-08-01
• S65 Uniform Investment Adviser Law Examination
  2019-08-08