Leonard Laub, financial advisor Monterey CA

Leonard Laub

CRD Number: 1270865
Current Firm: Hilltop Securities Inc.

Leonard Laub (CRD# 1270865) is an Investment Advisor Representative working at Hilltop Securities Inc. in Monterey, CA and has over 39 years of experience in the finance industry.

Similar Advisors
Peter Albano, financial advisor Monterey CA
Peter R. Albano
CRD# 1102955
Castle Rock Wealth Management, LLC
Similar Advisors
Juan Aldama, financial advisor Monterey CA
Juan P. Aldama
CRD# 6900729
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Gary Alt, financial advisor Monterey CA
Gary E. Alt
CRD# 4658169
Monterey Private Wealth, Inc.
Company Name Location Dates Years
M.l. Stern & Company Inc. Carmel, CA Apr 1984 - Current 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
S65 NASAA Investment Advisors Law Examination Nov 2009
Contact Info for Leonard N. Laub
Phone Number: 214-859-1800
Registered State(s):
  • AZ
  • CA
  • HI
  • MA
  • MI
  • NV
  • NH
  • NM
  • NC
  • OR
  • PA
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    1,730
    MILLIONS
  • Total Number of Accounts
    4,476
    ACCOUNTS
  • Average Account Value
    $386,603
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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

Ready to hire a financial advisor? Get competitive proposals from Leonard Laub and other 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.