Max Leopold (CRD# 6903609) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Avon, CT and has over 4 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Honor, Townsend & Kent | Horsham, PA | Feb 2019 - Current | 5 |
| Penn Mutual Life Insurance Company | Horsham, PA | Jan 2018 - Current | 6 |
| Aldi | South Windsor, CT | May 2017 - Dec 2017 | < 1 |
| University Of Connecticut | Storrs, CT | Jun 2015 - May 2017 | 1 |
| Student | Tel Aviv, | Sep 2014 - Jun 2015 | < 1 |
| Sokolove Law | Boston, MA | Jan 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- CT
- TX
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Total Assets Under Management6,864MILLIONS
-
Total Number of Accounts30,467ACCOUNTS
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Average Account Value$225,288
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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