Unclaimed Profile

Brian Nolan Leonard

EDGEWATER CAPITAL MANAGEMENT, LLC·INDEPENDENCE, Ohio

Clean recordEDGEWATER CAPITAL MANAGEMENT, LLC

5005 ROCKSIDE ROAD, INDEPENDENCE, OH 44131CRD# 7090832Firm CRD# 162735

Profile Verification

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

Identity

Brian Nolan Leonard · INDEPENDENCE, OH

Registration

CRD #7090832 · EDGEWATER CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian Nolan Leonard is a registered financial advisor based in INDEPENDENCE, Ohio, affiliated with EDGEWATER CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

EDGEWATER CAPITAL MANAGEMENT, LLC

EDGEWATER CAPITAL PARTNERS

AUM

$572M

Regulatory assets under management

Employees

Total firm employees

View all advisors at EDGEWATER CAPITAL MANAGEMENT, LLC →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Other: SEE SCHEDULE D - MISCELLANEOUS

Regulatory

SEC/IARD CRD# 7090832

Firm CRD# 162735

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Nolan Leonard offer?

Brian Nolan Leonard specializes in Retirement Planning. Contact their office in INDEPENDENCE, Ohio for a consultation.

What are Brian Nolan Leonard's credentials?

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

Where is Brian Nolan Leonard located?

Brian Nolan Leonard is based in INDEPENDENCE, Ohio, working with EDGEWATER CAPITAL MANAGEMENT, LLC. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.

How does Brian Nolan Leonard charge for services?

Brian Nolan Leonard's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EDGEWATER CAPITAL MANAGEMENT, LLC?

EDGEWATER CAPITAL MANAGEMENT, LLC has approximately 19 employees and manages $572M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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