Kent Leone (CRD# 7810622) is an Investment Advisor Representative working at Morgan Stanley in Torrance, CA and has 1 year of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Torrance, CA | Jun 2024 - Current | < 1 |
| Morgan Stanley | Torrance, CA | Oct 2023 - Jun 2024 | < 1 |
| Unemployed | Torrance, CA | May 2023 - Oct 2023 | < 1 |
| Full-time Education | Boulder, CO | Aug 2022 - May 2023 | < 1 |
| Unemployed | Torrance, CA | Jun 2022 - Aug 2022 | < 1 |
| Din Thai Fung | Torrance, CA | Jun 2022 - Jun 2022 | < 1 |
| Full-time Education | Boulder, CO | Dec 2021 - Jun 2022 | < 1 |
| University Of Colorado At Boulder | Boulder, CO | Aug 2021 - Dec 2021 | < 1 |
| Snarfs | Boulder, CO | Aug 2021 - Sep 2021 | < 1 |
| Wells Fargo | Torrance, CA | May 2021 - Aug 2021 | < 1 |
| Snarfs | Boulder, CO | Oct 2019 - May 2021 | 1 |
| Full Time-education | Torrance, CA | Feb 2014 - Oct 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- CA
- TX
-
Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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