Leonard Michael Santangelo

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

• 05/2008 → Present
  Morgan Stanley & Co. Inc
  Paramus, NJ
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Paramus, NJ
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2008-05-16 → 2009-06-01
  Morgan Stanley & Co. Llc
  Paramus, NJ
• 2002-05-08 → 2008-06-09
  Citigroup Global Markets Inc.
  Paramus, NJ
  Galloway Township, NJ
  Paramus, NJ
  Paramus, NJ

Other Businesses

*589633 - All Keys Boat Rentals, LLC, DBA Anchors Away Boat Rentals; Investment Related - Yes; Islamorada, Florida; Boat Rentals; Partner/ owners(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2022; During Business Hours: 2; After Business Hours: 2; Other *590482 - Prodigy Group Enterprises, LLC; Investment Related - Yes; islamorada, Florida; Other; Partner,50% owner(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2023; During Business Hours: 0; After Business Hours: 0; Other

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-06-16
• S63 Uniform Securities Agent State Law Examination
  1994-03-01

Other Names

• Leonard Michael Santangelo