Robert Leonard (CRD# 5060765) is an Investment Advisor Representative working at Simpson Investment Counsel in North Andover, MA and has 1 year of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Simpson Leonard Investment LLC | Lexington, MA | Aug 2016 - Current | 7 |
| Boston Hill Advisors LLC | North Andover, MA | Jan 2016 - Jun 2016 | < 1 |
| Self Employed | North Andover, MA | Jan 2015 - Dec 2015 | < 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Boston, MA | Oct 2005 - Dec 2014 | 9 |
- MA
-
Total Assets Under Management9MILLIONS
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Total Number of Accounts11ACCOUNTS
-
Average Account Value$817,223
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA
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