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Margaret Lorene Leonard

WAINWRIGHT INVESTMENT COUNSEL LLC·BOSTON, Massachusetts
SIE, Series 3, Series 4, Series 7, Series 14, Series 24, Series 63, Series 99TOClean recordWAINWRIGHT INVESTMENT COUNSEL LLC
ONE BOSTON PLACE, BOSTON, MA 02108CRD# 2054939Firm CRD# 108711

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Margaret Lorene Leonard · BOSTON, MA
Registration
CRD #2054939 · WAINWRIGHT INVESTMENT COUNSEL LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 4
Series 7
Series 14
Series 24
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WAINWRIGHT INVESTMENT COUNSEL LLC
CRD 108711 · SEC 801-56485
AUM
$4.9B
Regulatory assets under management
Employees
16
210 client accounts
Services offered by WAINWRIGHT INVESTMENT COUNSEL LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
Nonprofits & Foundations
View all advisors at WAINWRIGHT INVESTMENT COUNSEL LLC →
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04

Frequently Asked Questions

What services does Margaret Lorene Leonard offer?
Margaret Lorene Leonard specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Margaret Lorene Leonard's credentials?
Margaret Lorene Leonard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret Lorene Leonard located?
Margaret Lorene Leonard is based in BOSTON, Massachusetts, working with WAINWRIGHT INVESTMENT COUNSEL LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Margaret Lorene Leonard charge for services?
Margaret Lorene Leonard's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: bespoke advisory and consulting services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WAINWRIGHT INVESTMENT COUNSEL LLC?
WAINWRIGHT INVESTMENT COUNSEL LLC has approximately 16 employees and manages $4.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WAINWRIGHT INVESTMENT COUNSEL LLC

Gustavo Adolfo Aristizabal
BOSTON, MA
Paul George Martins
BOSTON, MA
Robert Lee Clark
BOSTON, MA
Eric Paul Bertonazzi
BOSTON, MA
Jeffrey David Fabrizio
BOSTON, MA
Matthew Kirk Seney
BOSTON, MA
CFA

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Nearby cities in Massachusetts
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Research
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