AdvisorOS Directory
Claim Profile
RL

Robert Vincenzo Leone

ALTIUM INVESTMENT STRATEGIES LLC·WESLEY CHAPEL, Florida
Series 7Series 65Series 63SIELicensed in 4 states
Unclaimed Profile
2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544CRD# 2530906Firm CRD# 333950
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.

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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WESLEY CHAPEL?

Browse all registered financial advisors in WESLEY CHAPEL, Florida or claim this profile if it's yours.

Browse WESLEY CHAPEL AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WESLEY CHAPEL
Konstantinos Gotsis — ALTIUM INVESTMENT STRATEGIES LLCPaul James O'grady — ALTIUM INVESTMENT STRATEGIES LLCGregg Arthur Guinta — ACCURATE WEALTH MANAGEMENT, LLCEdwin Duane Mercer — ALTIUM INVESTMENT STRATEGIES LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile