Leslie Guzman (CRD# 7601472) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has 1 year of experience in the finance industry.
CRD# 2677359
Ameriprise Financial Services, LLC
CRD# 2154550
Barry Investment Advisors, LLC
CRD# 1915639
Sage Wealth Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | West Tisbury, MA | Nov 2023 - Current | < 1 |
| Martha's Vineyard Investment Advisors | West Tisbury, MA | Mar 2022 - Current | 2 |
| Edgartown Yacht Club | Edgartown, MA | Aug 2018 - Mar 2022 | 3 |
| Edgartown Yacht Club | Edgartown, MA | Jun 2017 - Aug 2018 | 1 |
| Twenty By Nine | Oak Bluffs, MA | Jun 2017 - Oct 2017 | < 1 |
| Magpie Meat & Three | Brevard, NC | Apr 2016 - May 2017 | 1 |
| Buncombe County Schools | Asheville, NC | Jun 2015 - Apr 2016 | < 1 |
| Haywood Regional Medical Center/morrison Healthcare | Clyde, NC | Nov 2014 - Jul 2015 | < 1 |
| Broughton Hospital | Morganton, NC | Jan 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- MA
-
Total Assets Under Management244MILLIONS
-
Total Number of Accounts358ACCOUNTS
-
Average Account Value$682,328
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
MA, MD, NH, TX
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