Leo Anthony Robinson

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 06/2019
  Morgan Stanley
  Norwell, MA
• 01/2015 → 06/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 06/2019 → Present
  Wells Fargo Clearing Services Llc
  Boston, MA

Other Businesses

BUMPINTOME; NOT INV RELATED; NORWELL,MA; 100% OWNERSHIP; START 6/20/2019; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; OVERSEE DIRECTION OF COMPANY.| RENTAL PROPERTY, INV RELATED, PORTSMOUTH, RI, 100% OWNERSHIP, START 5/31/2022, 4 HRS PER MONTH, 0 HRS DURING TRADING, OWNER.| JETT FOUNDATION, INV RELATED, PLYMOUTH, MA, INVESTMENT COMMITTEE MEMBER, START 10/19/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, CREATING IPS AND MONITORING FOR ADHERENCE.; TBD LLC ; INV RELATED; FORT LAUDERDALE , FL; TO CHARTER MY SAILBOAT;100% OWNERSHIP; START DATE: 10/03/2025; 10 HRS PER MONTH; 0 HRS DURING TRADING;|

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-08
• S66 Uniform Combined State Law Examination
  1999-03-30