About this Advisor
Leonardo Silva is a financial advisor in Fairhope, Alabama. Currently a registered financial advisor at Morgan Stanley, Silva has 10 years of work experience. Silva holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Silva can operate based out of Alabama and Texas. Over the course of their career, they have held roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley is headquartered in Fairhope, Alabama, and operates out of 726 other locations in the United States. Overall, Morgan Stanley manages $904 billion in assets covering 1,863,328 accounts and employs more than 25,600 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. The firm manages 1,273,068 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 1% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Morgan Stanley can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Leonardo Silva Work History
Leonardo has 10 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Leonardo Silva has no disclosures.
Please visit their SEC profile for more details.
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