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Mary Amy Leonard

Morgan Stanley

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About Mary Amy Leonard

Mary Amy Leonard is a financial advisor with over 25 years of experience in the financial services industry. Mary Amy is currently registered with Morgan Stanley in Holladay, UT. Mary Amy has held previous positions with UBS Financial Services Inc., McDonald Investments Inc., First Security Van Kasper, Inc., First Security Investor Services, Inc., and Fidelity Investments Institutional Services Company, Inc. Mary Amy specializes in providing financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies.

Firm Information

Mary Leonard is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Mary Leonard’s Registration & Firm History

UT

10/20/2010 - Present

Morgan Stanley (Holladay UT)

UT

02/09/2007 - 07/26/2010

UBS FINANCIAL SERVICES INC. (SALT LAKE CITY UT)

ID

08/04/2000 - 02/09/2007

MCDONALD INVESTMENTS INC. (BOISE ID)

CA

07/01/1999 - 08/07/2000

FIRST SECURITY VAN KASPER, INC. (SAN FRANCISCO CA)

UT

10/29/1997 - 07/01/1999

FIRST SECURITY INVESTOR SERVICES, INC. (SALT LAKE CITY UT)

RI

02/01/1996 - 06/09/1997

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 03/31/2008

Series 66 - Uniform Combined State Law Examination

IA

Issued 08/08/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/16/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/26/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/21/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 10/28/1997

Series 7 - General Securities Representative Examination

BC

Issued 01/31/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Mary Amy Leonard. Review regulatory record here.
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