Leticia Buckley

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

• 06/2006 → 12/2020
  Ubs Financial Services Inc.
  Stamford, CT
• 12/2020 → Present
  Morgan Stanley Smith Barney Llc
  Boca Raton, FL

Previous Registrations

• 2003-10-28 → 2020-12-15
  Ubs Financial Services Inc.
  Palm Beach Gdns, FL
  Weehawken, NJ
  Greenwich, CT
  Stamford, CT
  Palm Beach Gardens, FL
  West Palm Beach, FL
  West Palm Beach, FL
  Atlanta, GA
  Boca Raton, FL

Other Businesses

*699067 - Rental Property; Investment related - Yes; West Palm Beach, Florida; Rental Property; Spouse - Marital Asset (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 0; After business hours: 1; Property Management *699074- Rental Property; Investment related: Yes; West Palm Beach, Florida; Rental Property; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 1; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2003-03-25

Other Names

• Leticia Pagan
• Leticia Rodriguez
• Leticia Pagan
• Leticia Capolongo