Robert Leonhardt (CRD# 7389232) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chestnut Hill, MA and has over 2 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Chestnut Hill, MA | Jun 2021 - Current | 2 |
| Hobart And William Smith Colleges | Geneva, NY | Sep 2017 - May 2021 | 3 |
| Fidelity Investments | Chestnut Hill, MA | May 2020 - Aug 2020 | < 1 |
| Fidelity Investments | Boston, MA | May 2019 - Aug 2019 | < 1 |
| Crossfit Tilt | Waltham, MA | May 2018 - Aug 2018 | < 1 |
| Wellesley Public Schools | Wellesley, MA | Aug 2010 - Jul 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2021 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- MA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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