Jose Leoncio (CRD# 6101679) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Tysons, VA and has over 5 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
Score
108
CRD# 3149803
Blue Ocean Global Wealth
Score
107
CRD# 1316159
Palatine Advisors, Inc.
Score
106
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Tysons Corner, VA | Nov 2016 - Current | 1 |
| Bank Of America, N.a. | Vienna, VA | Feb 2013 - Oct 2016 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna, VA | Jul 2012 - Oct 2016 | 4 |
| Unemployed | Alexandria, VA | Nov 2010 - Jul 2012 | 1 |
| Marymount University | Arlington, VA | Jan 2009 - May 2011 | 2 |
| Astrazeneca Pharmaceuticals LP | Wilmington, DE | Mar 2007 - Nov 2010 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2013 |
- VA
-
Total Assets Under Management254,026MILLIONS
-
Total Number of Accounts688,691ACCOUNTS
-
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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