Alexander Leon, financial advisor New York NY

Alexander Leon

CRD Number: 2336148
Current Firm: Flagstar Advisors, Inc.

Alexander Leon (CRD# 2336148) is an Investment Advisor Representative working at Flagstar Advisors, Inc. in New York, NY and has over 30 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Flagstar Advisors/flagstar Bank New York, NY Apr 2023 - Current < 1
Signature Securities New York, NY May 2018 - Apr 2023 4
Hsbc Bank Usa, N.a. Brooklyn, NY Aug 2016 - May 2018 1
Hsbc Securities (usa) Inc. Brooklyn, NY Apr 2013 - Jul 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1994
S65 NASAA Investment Advisors Law Examination Aug 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Alexander Leon
Phone Number: 646-822-1475
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    940
    MILLIONS
  • Total Number of Accounts
    2,026
    ACCOUNTS
  • Average Account Value
    $463,922
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, VI, VT, WI, WV, WY

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