Michael Leone, financial advisor Malden MA

Michael Leone

CRD Number: 2124726
Current Firm: Citizens Securities, Inc.

Michael Leone (CRD# 2124726) is an Investment Advisor Representative working at Citizens Securities, Inc. in Malden, MA and has over 30 years of experience in the finance industry.

Similar Advisors
Peter Canniff, financial advisor Malden MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Marcus Miller, financial advisor Malden MA
Marcus P. Miller
CRD# 7339646
Origin Investment Advisory LLC
Similar Advisors
Jamie Upson, financial advisor Malden MA
Jamie A. Upson
CRD# 4046712
Stonehearth Capital Management
Company Name Location Dates Years
Citizens Securities, Inc. Malden, MA Oct 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1993
S65 NASAA Investment Advisors Law Examination Feb 2001
Contact Info for Michael S. Leone
Phone Number: 1-800-942-8300
Registered State(s):
  • CT
  • FL
  • ME
  • NH
  • NC
By the Numbers
  • Total Assets Under Management
    7,314
    MILLIONS
  • Total Number of Accounts
    47,222
    ACCOUNTS
  • Average Account Value
    $154,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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, 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.