Peter Leppones (CRD# 2302042) is an Investment Advisor Representative working at Apella Wealth in West Hartford, CT and has over 27 years of experience in the finance industry. Peter Leppones 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.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apella Capital, LLC | Glastonbury, CT | Mar 2016 - Current | 8 |
| Symmetry Partners, LLC | Glastonbury, CT | Mar 2016 - Jan 2019 | 2 |
| National Planning Corporation | East Hartford, CT | Mar 2008 - Mar 2016 | 8 |
| Gbs/life Plans Of New England | East Hartford, CT | Apr 2007 - Mar 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1996 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1998 |
- CT
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Total Assets Under Management3,349MILLIONS
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Total Number of Accounts8,605ACCOUNTS
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Average Account Value$389,195
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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