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Leonardo Bianchi

Investment adviser representative at Morgan Stanley
19 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

19 years in the industry.

  1. Morgan StanleyJun 2026 to now
  2. University of ArkansasAug 2025 to May 2026
  3. UnemployedNov 2024 to Jul 2025
  4. Johnson ControlsAug 2024 to Oct 2024
  5. Black Hills EnergyMar 2024 to Jul 2024
  6. Compass GroupNov 2023 to Dec 2023
  7. UnemployedJun 2023 to Oct 2023
  8. Johnson ControlsJul 2022 to May 2023
  9. Nexus EnterpriseMay 2022 to Jun 2022
  10. Compass GroupMar 2019 to Mar 2020
  11. Arkansas Tech UniversityAug 2018 to May 2022
  12. Hector High SchoolAug 2017 to May 2018
  13. CnaApr 2017 to Apr 2017
  14. School In ItalySep 2007 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (AZ, TX).

Morgan Stanley

Legal name: Morgan Stanley Smith Barney LLC

$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8263339
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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