Daniel LeonettiCRD Number: 3162654
Current Firm: Saxony Capital Management, LLC
Daniel Leonetti (CRD# 3162654) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Saint Louis, MO and has over 19 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Saxony Securities, Inc.||St. Louis, MO||Aug 2012 - Current||5|
|Pnc Investments||Voorhees, NJ||Sep 2008 - Jul 2012||3|
|Chase Investment Services Corp.||New York, NY||Aug 2007 - Aug 2008||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2008|
|S66||NASAA Uniform Combined State Law Examination||Mar 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Employer Dispute
Total Assets Under Management247MILLIONS
Total Number of Accounts687ACCOUNTS
Average Account Value$359,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
AR, AZ, CA, CO, FL, GA, HI, IL, MI, MO, MT, NC, NE, NJ, NY, OH, PA, SC, TX, WI, WY
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