Michael Leone, financial advisor Plantsville CT
93 score

Michael Leone

CRD Number: 1786208
Current Firm: Cambridge Investment Research Advisors, Inc.

Michael Leone (CRD# 1786208) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Plantsville, CT and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Oct 2012 - Current 4
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2012 - Current 4
Leone Financial Services Plainville, CT Apr 1996 - Current 20
Tower Square Securities, Inc. Hartford, CT Jan 2000 - Sep 2012 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1988
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for Michael J. Leone
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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