Melissa Leonard, financial advisor Baltimore MD

Melissa Leonard

CRD Number: 6107919
Current Firm: Facet Wealth, Inc.

Melissa Leonard (CRD# 6107919) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has 1 year of experience in the finance industry. Melissa Leonard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Facet Wealth Seattle, WA May 2021 - Current 1
Moss Adams Seattle, WA Sep 2018 - May 2021 2
Cornerstone Advisors, Inc. Bellevue, WA Oct 2016 - Sep 2018 1
Joel Isaacson & Company, LLC New York, NY Oct 2014 - Jul 2016 1
Evermay Wealth Management Arlington, VA May 2012 - Oct 2014 2

Melissa Leonard has no recent exams reported.
Contact Info for Melissa L. Leonard
Phone Number: (443)376-6222
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    1,189
    MILLIONS
  • Total Number of Accounts
    13,471
    ACCOUNTS
  • Average Account Value
    $88,294
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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