Theodora Leondis

CRD 2911050 · Morgan Stanley · Boca Raton, FL

IA RegisteredBroker

Also appears in the source record as: Theo Leondis; Theodora Scarpelos

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66Series 63SIESeries 7Series 6
Registered states (42): Alabama · Arizona · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Illinois · Indiana · Kansas · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wisconsin · Wyoming
Years in the industry (source record): 29
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (7)

From the source registration record · current first

Morgan StanleyCurrent
Boca Raton, FL · IA capacity

Aug 18, 2017 → present
Stifel, Nicolaus & Company, Incorporated
BD capacity

May 10, 2013 → Nov 18, 2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Oct 9, 2012 → Apr 24, 2013
Columbia Management Investment Distributors, Inc.
BD capacity

Jul 11, 2007 → Sep 1, 2011
Seligman Advisors, Inc.
BD capacity

Jul 17, 2000 → Sep 16, 2002
Metropolitan Life Insurance Company
BD capacity

Jul 2, 1997 → May 10, 2000
Metlife Securities Inc.
BD capacity

Jul 2, 1997 → May 10, 2000

Source & corrections

Where this page comes from

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