Andrew Leonard, financial advisor Washington DC
96 score

Andrew Leonard

CRD Number: 5385133
Current Firm: Geometric Wealth Advisors, LLC

Andrew Leonard (CRD# 5385133) is an Investment Advisor Representative working at Geometric Wealth Advisors, LLC in Washington, DC and has over 10 years of experience in the finance industry. Andrew Leonard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Geometric Wealth Advisors, LLC Washington, DC Oct 2014 - Current 2
Classic Capital, Inc. Short Hills, NJ Jan 2009 - Apr 2015 6
Classic Capital, LLC Short Hills, NJ Jul 2007 - Dec 2008 1
Harvard Business School Boston, MA Jun 2005 - Jul 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2006
Contact Info for Andrew S. Leonard
Phone Number: 202-765-2211
Registered State(s):
  • DC
  • TX
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
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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