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Michael Edward Leonetti

LEONETTI & ASSOCIATES, LLC·BUFFALO GROVE, Illinois
Series 7, Series 26, Series 63, Series 65Clean record31 years registeredLEONETTI & ASSOCIATES, LLC
1130 W. LAKE COOK ROAD, BUFFALO GROVE, IL 60089-1976CRD# 1028149Firm CRD# 146851

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Edward Leonetti · BUFFALO GROVE, IL
Registration
CRD #1028149 · LEONETTI & ASSOCIATES, LLC · 31 years registered
Brand Profile
Not yet started
01

Career History

Sep 2018present
May 2008Jun 2019
BUFFALO GROVE, IL
LEONETTI & ASSOCIATES INC
Sep 1994Jun 2008
BUFFALO GROVE, IL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 26
Series 63
Series 65
Registration record
First registered · September 26, 1994
Years registered · 31
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LEONETTI & ASSOCIATES, LLC
CRD 146851 · SEC 801-69003
AUM
$713M
Regulatory assets under management
Employees
16
1,006 client accounts
Services offered by LEONETTI & ASSOCIATES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Michael Edward Leonetti offer?
Michael Edward Leonetti specializes in Financial Planning, Investment Management. Contact their office in BUFFALO GROVE, Illinois for a consultation.
What are Michael Edward Leonetti's credentials?
Michael Edward Leonetti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Edward Leonetti located?
Michael Edward Leonetti is based in BUFFALO GROVE, Illinois, working with LEONETTI & ASSOCIATES, LLC. Their office serves clients in the BUFFALO GROVE metropolitan area and surrounding communities.
How does Michael Edward Leonetti charge for services?
Michael Edward Leonetti's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retainer. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEONETTI & ASSOCIATES, LLC?
LEONETTI & ASSOCIATES, LLC has approximately 16 employees and manages $713M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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