Leslie Sawyer (CRD# 7207697) is an Investment Advisor Representative working at Whalerock Point Partners, LLC in Providence, RI and has over 3 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Avvio Ristorante | Cranston, RI | Nov 2019 - Current | 4 |
Whalerock Point Partners, LLC | Providence, RI | Mar 2019 - Current | 5 |
The Smokehouse Cafe | Newport, RI | May 2017 - Oct 2019 | 2 |
East Island Reserve Hotel | Middletown, RI | Jan 2018 - Mar 2019 | 1 |
Newport Vineyards | Middletown, RI | Nov 2016 - Jan 2018 | 1 |
The Mooring Restaurant | Newport, RI | Apr 2015 - Jan 2018 | 2 |
Sodexo Food Services | Newport, RI | Jun 2015 - Sep 2015 | < 1 |
Newport Community Schools | Newport, RI | Sep 2013 - Jun 2015 | 1 |
Aeropostale | Manchester, NH | Nov 2012 - Sep 2014 | 1 |
Strong Beginnings Learning Center | New Boston, NH | Aug 2011 - Sep 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- RI
-
Total Assets Under Management625MILLIONS
-
Total Number of Accounts298ACCOUNTS
-
Average Account Value$2,096,589
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Other
CA, CT, FL, MA, NY, RI
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