Leslie Medall, financial advisor Rochester NY
93 score

Leslie Medall

CRD Number: 3126977
Current Firm: Apfs Wealth Management, Inc.

Leslie Medall (CRD# 3126977) is an Investment Advisor Representative working at Apfs Wealth Management, Inc. in Rochester, NY and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Apfs Wealth Management, Inc. Rochester, NY Aug 2014 - Current 2
Private Advisor Group, LLC Rochester, NY May 2011 - Current 5
Lpl Financial Rochester, NY May 2011 - Jul 2014 3
Ensemble Financial Services Pittsford, NY Dec 2005 - May 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Mar 2006
Contact Info for Leslie R. Medall
Phone Number: 585-348-9525
Firm Website: http://www.teamapfs.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    389
    MILLIONS
  • Total Number of Accounts
    1,288
    ACCOUNTS
  • Average Account Value
    $301,916
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, FL, GA, IL, MA, NE, NH, NY, OH, SC, TX, VA

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

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