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Francis Joseph Leto

BMT INVESTMENT ADVISERS·BRYN MAWR, Pennsylvania
Clean recordBMT INVESTMENT ADVISERS
10 SOUTH BRYN MAWR AVENUE, BRYN MAWR, PA 19010CRD# 5775843Firm CRD# 288718

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Francis Joseph Leto · BRYN MAWR, PA
Registration
CRD #5775843 · BMT INVESTMENT ADVISERS
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Francis Joseph Leto is a registered financial advisor based in BRYN MAWR, Pennsylvania, affiliated with BMT INVESTMENT ADVISERS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
BMT INVESTMENT ADVISERS
BMT INVESTMENT ADVISERS
AUM
$237M
Regulatory assets under management
Employees
0
Total firm employees
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5775843
Firm CRD# 288718
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Francis Joseph Leto offer?
Francis Joseph Leto specializes in Investment Management, Fee-Only Advisory. Contact their office in BRYN MAWR, Pennsylvania for a consultation.
What are Francis Joseph Leto's credentials?
Francis Joseph Leto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Francis Joseph Leto located?
Francis Joseph Leto is based in BRYN MAWR, Pennsylvania, working with BMT INVESTMENT ADVISERS. Their office serves clients in the BRYN MAWR metropolitan area and surrounding communities.
How does Francis Joseph Leto charge for services?
Francis Joseph Leto'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 BMT INVESTMENT ADVISERS?
BMT INVESTMENT ADVISERS is a registered investment adviser with the SEC, managing $237M in regulatory assets under management. See their Form ADV for full details.
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