Francis
Leontitsis

Morgan Stanley

CRD#6453553
Investment Advisor
in Punta Gorda, FL

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About this Advisor

Francis Leontitsis is a financial advisor based in Punta Gorda, Florida who has 3 years of relevant experience. Leontitsis is on the advisory team at Morgan Stanley. Their career trajectory has included roles at Lucas Law Firm, P.A, Raymond James & Associates Inc, Charlotte Estate Planning Council, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Leontitsis has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida and Texas. Morgan Stanley is an advisory firm that has its headquarters in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 advisors. It handles $1 trillion in assets among its 2,233,188 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Morgan Stanley offers a broad assortment of services, including 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. Financial advisory fees typically vary depending on which services are offered. Fee types billed by Morgan Stanley likely include any blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

117 Herald Court Suite 113
Punta Gorda, FL 33950

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

FL Average: $7,464,549,021
Total Number of Employees

28,000

FL Average: 88
Total Number of Accounts

2,233,188

FL Average: 3,892
Average Account Size

$530,659

FL Average: $1,917,921

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
  • Other

Francis Leontitsis Work History

Francis has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Morgan Stanley Smith Barney LLC

2020 - Present (4 years)

Morgan Stanley Private Bank, N.A

2018 - Present (6 years)

Charlotte Estate Planning Council

2015 - 2020 (5 years)

Raymond James & Associates Inc

2013 - 2015 (2 years)

Lucas Law Firm, P.A

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Francis Leontitsis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Seth Hart
New York, NY
Janelle Williams
Billings, MT
Russell Huebschle
Oakland, CA
William Dilodovico
Fort Lauderdale, FL
Charles Doering
Walnut Creek, CA
Allan House
Baltimore, MD
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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