Unclaimed Profile

Scott Alan Leonard

NAVIGOE, LLC·REDONDO BEACH, California

Series 7, Series 63CFP25 years registeredNAVIGOE, LLC

417 BERYL STREET, REDONDO BEACH, CA 90277CRD# 2218530Firm CRD# 168716

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Alan Leonard · REDONDO BEACH, CA

Registration

CRD #2218530 · NAVIGOE, LLC · 25 years registered

Brand Profile

Not yet started

Career History

NAVIGOE, LLC

Aug 2013 – present

TROVENA, LLC.

Jan 2012 – Dec 2013

REDONDO BEACH, CA

TROVENA INVESTMENT ADVISORS

Mar 2008 – Aug 2013

SAN DIEGO, CA

LEONARD WEALTH MANAGEMENT, INC.

Jan 2001 – Mar 2009

REDONDO BEACH, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · January 1, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

1995Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

NAVIGOE, LLC

CRD 168716 · SEC 801-78471

AUM

$317M

Regulatory assets under management

Employees

572 client accounts

Services offered by NAVIGOE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NAVIGOE, LLC →

Introduction

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Frequently Asked Questions

What services does Scott Alan Leonard offer?

Scott Alan Leonard specializes in Financial Planning, Investment Management. Contact their office in REDONDO BEACH, California for a consultation.

What are Scott Alan Leonard's credentials?

Scott Alan Leonard holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Scott Alan Leonard located?

Scott Alan Leonard is based in REDONDO BEACH, California, working with NAVIGOE, LLC. Their office serves clients in the REDONDO BEACH metropolitan area and surrounding communities.

How does Scott Alan Leonard charge for services?

Scott Alan Leonard's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NAVIGOE, LLC?

NAVIGOE, LLC has approximately 3 employees and manages $317M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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