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Howard Joseph Leonard

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.·MATTHEWS, North Carolina
Series 7, Series 65Clean record24 years registeredSTEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.
2514 PLANTATION CENTER DR., MATTHEWS, NC 28105CRD# 852575Firm CRD# 115340

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Howard Joseph Leonard · MATTHEWS, NC
Registration
CRD #852575 · STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.
Feb 2004 – present
AMERICAN VALUES INVESTMENTS, INC.
Dec 2001 – Feb 2004
JOHNSON CITY, TN
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · December 31, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.
CRD 115340 · SEC 801-62738
AUM
$62M
Regulatory assets under management
Employees
4
330 client accounts
Services offered by STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC. →
Introduction

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05

Frequently Asked Questions

What services does Howard Joseph Leonard offer?
Howard Joseph Leonard specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MATTHEWS, North Carolina for a consultation.
What are Howard Joseph Leonard's credentials?
Howard Joseph Leonard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Howard Joseph Leonard located?
Howard Joseph 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 Howard Joseph Leonard charge for services?
Howard Joseph 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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