Leilany Acosta (CRD# 6645105) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Brockton, MA and has over 7 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 4318531
Integrated Wealth Concepts LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwfs Equities, Inc. | Boston, MA | Jun 2018 - Current | 5 |
| John Hancock Distributors LLC | Boston, MA | Nov 2017 - Jun 2018 | < 1 |
| John Hancock | Boston, MA | Oct 2017 - Jun 2018 | < 1 |
| Santander Securities LLC | San Juan, PR | May 2016 - Oct 2017 | 1 |
| Santander Bank Na | Dorchester, MA | Feb 2015 - Oct 2017 | 2 |
| Cerebral Palsy Of Massachussetts | Boston, MA | Jan 2013 - Feb 2015 | 2 |
| State Street | Quincy, MA | Aug 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2016 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- MA
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Total Assets Under Management134,279MILLIONS
-
Total Number of Accounts188,739ACCOUNTS
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Average Account Value$711,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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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