Unclaimed Profile

James Patrick Leonard

THE LEONARD MANAGEMENT GROUP INC·AVON, Connecticut

Clean record27 years registeredTHE LEONARD MANAGEMENT GROUP INC

395 W AVON RD, AVON, CT 06001CRD# 4340339Firm CRD# 104921

Profile Verification

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

Identity

James Patrick Leonard · AVON, CT

Registration

CRD #4340339 · THE LEONARD MANAGEMENT GROUP INC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE LEONARD MANAGEMENT GROUP INC

FORTIS CAPITAL ADVISORS, LLC

Jan 2022 – Jan 2023

Avon, CT

THE LEONARD MANAGEMENT GROUP

Mar 1999 – Dec 2021

AVON, CT

Registrations & Exams

Registration record

First registered · March 4, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE LEONARD MANAGEMENT GROUP INC

CRD 104921 · SEC 801-66465

AUM

$29M

Regulatory assets under management

Employees

45 client accounts

Services offered by THE LEONARD MANAGEMENT GROUP INC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at THE LEONARD MANAGEMENT GROUP INC →

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in AVON?

Browse all registered financial advisors in AVON, Connecticut or claim this profile if it's yours.

Browse AVON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Patrick Leonard offer?

James Patrick Leonard specializes in Investment Management, Fee-Only Advisory.

What are James Patrick Leonard's credentials?

James Patrick Leonard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Patrick Leonard located?

James Patrick Leonard is based in AVON, Connecticut, last registered with THE LEONARD MANAGEMENT GROUP INC.

How does James Patrick Leonard charge for services?

James Patrick Leonard's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE LEONARD MANAGEMENT GROUP INC?

THE LEONARD MANAGEMENT GROUP INC has approximately 1 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →