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Robert Vincenzo Leone

ALTIUM INVESTMENT STRATEGIES LLC·WESLEY CHAPEL, Florida
Series 7, Series 65, Series 63Clean recordALTIUM INVESTMENT STRATEGIES LLC
2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544CRD# 2530906Firm CRD# 333950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Vincenzo Leone · WESLEY CHAPEL, FL
Registration
CRD #2530906 · ALTIUM INVESTMENT STRATEGIES LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Vincenzo Leone is a registered financial advisor based in WESLEY CHAPEL, Florida, affiliated with ALTIUM INVESTMENT STRATEGIES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
ALTIUM INVESTMENT STRATEGIES LLC
ALTIUM INVESTMENT STRATEGIES LLC
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ALTIUM INVESTMENT STRATEGIES LLC →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2530906
Firm CRD# 333950
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Vincenzo Leone offer?
Robert Vincenzo Leone specializes in Wealth Management, Fee-Only Advisory. Contact their office in WESLEY CHAPEL, Florida for a consultation.
What are Robert Vincenzo Leone's credentials?
Robert Vincenzo Leone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Vincenzo Leone located?
Robert Vincenzo Leone is based in WESLEY CHAPEL, Florida, working with ALTIUM INVESTMENT STRATEGIES LLC. Their office serves clients in the WESLEY CHAPEL metropolitan area and surrounding communities.
How does Robert Vincenzo Leone charge for services?
Robert Vincenzo Leone'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 ALTIUM INVESTMENT STRATEGIES LLC?
ALTIUM INVESTMENT STRATEGIES LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALTIUM INVESTMENT STRATEGIES LLC

Edwin Duane Mercer
WESLEY CHAPEL, FL
Konstantinos Gotsis
WESLEY CHAPEL, FL
Paul James O'grady
WESLEY CHAPEL, FL

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Research
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