Unclaimed Profile

Carol Leonard

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.·MATTHEWS, North Carolina

Clean recordSTEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.

2514 PLANTATION CENTER DR., MATTHEWS, NC 28105CRD# 4672991Firm CRD# 115340

Profile Verification

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

Identity

Carol Leonard · MATTHEWS, NC

Registration

CRD #4672991 · STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carol Leonard is a registered financial advisor based in MATTHEWS, North Carolina, affiliated with STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.

AUM

$62M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4672991

Firm CRD# 115340

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carol Leonard offer?

Carol Leonard specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MATTHEWS, North Carolina for a consultation.

What are Carol Leonard's credentials?

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

Where is Carol Leonard located?

Carol Leonard is based in MATTHEWS, North Carolina, working with STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.. Their office serves clients in the MATTHEWS metropolitan area and surrounding communities.

How does Carol Leonard charge for services?

Carol 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 STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.?

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC. has approximately 4 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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