Geoffrey Leonard, financial advisor Philadelphia PA
88 score

Geoffrey Leonard

CRD Number: 6270330
Current Firm: Mcadam LLC

Geoffrey Leonard (CRD# 6270330) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Mcadam LLC Philadelphia, PA Oct 2014 - Current 3
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Current 3
Voya Financial Advisors Philadelphia, PA Sep 2014 - Oct 2014 < 1
Ing Financial Partners Philadelphia, PA Jun 2014 - Aug 2014 < 1
Northwestern Mutual King Of Prussia, PA Jan 2014 - May 2014 < 1
Lehigh University Bethlehem, PA Aug 2010 - May 2014 3
Beds, Inc. Ridley Water Ice Folsom, PA May 2012 - Aug 2012 < 1
American Eagle Outfitters Springfield, PA Mar 2010 - Aug 2011 1
Ridley Area High School Folsom, PA Aug 2008 - Jun 2010 1
Selinsgrove Area High School Selinsgrove, PA Aug 2006 - Aug 2008 2
Selinsgrove Area Middle School Selinsgrove, PA Aug 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2014
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Geoffrey P. Leonard
Phone Number: (888) 614-5323
Firm Website:
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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