Ronald Leong, financial advisor Redwood Shores CA
93 score

Ronald Leong

CRD Number: 4536406
Current Firm: Navigation Group LLC

Ronald Leong (CRD# 4536406) is an Investment Advisor Representative working at Navigation Group LLC in Redwood Shores, CA and has over 4 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Redwood Shores, CA Jan 2014 - Current 4
Navigation Group, Inc. Redwood Shores, CA Jan 2014 - Current 4
Unemployed San Francisco, CA May 2013 - Nov 2013 < 1
Sand Hill Global Advisors, LLC Palo Alto, CA Sep 2012 - May 2013 < 1
Seacrest Investments Purchase, NY Jan 2011 - Aug 2012 1
Montrose Asset Management San Francisco, CA Jan 2004 - Dec 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2014
Contact Info for Ronald J. Leong
Phone Number: 650-595-1700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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

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