Giuseppe Leone, financial advisor Farmington MI
90 score

Giuseppe Leone

CRD Number: 5975741
Current Firm: Strategic Advisers, Inc.

Giuseppe Leone (CRD# 5975741) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Farmington, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Farmington, MI Mar 2015 - Current 1
Bank Of America N.a Clinton Township, MI Jun 2012 - Mar 2015 2
Merrill Lynch, Pierce, Fenner And Smith Incorporated Clinton Twp, MI Mar 2012 - Mar 2015 3
C Joe Mow Lawn Care Macomb, MI Jan 2012 - Mar 2012 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Clinton Twp, MI Aug 2011 - Jan 2012 < 1
C Joe Mow Lawn Care Macomb, MI Apr 2003 - Aug 2011 8
University Of Phoenix Troy, MI Apr 2004 - May 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Giuseppe Leone
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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