Gary Allan Leonard

Current Employers

Employment History

• 12/2011 → Present
  Montrose Securities
  San Francisco, CA

Other Businesses

MY FINANCIAL ADVISORY IS INVESTMENT RELATED AS I PROVIDE INVESTING ADVISEMENT TO THOSE FRIENDS AND FAMILY THAT NEED MY ASSISTANCE. MY ADDRESS OF BUSINESS IS THAT OF MY HOME AND ITS IN MY NAME. I HAVE OFFERED ADVICE FOR MANY YEARS TO MY FRIENDS AND FAMILY AND IT WAS ONLY UNTIL LAST JULY THAT I BEGAN TO BE COMPENSATED. THE SCOPE OF MY FOCUS HERE IS MINIMAL IN THAT I MORE OR LESS MIRROR THEIR PORTFOLIOS TO THAT OF MY OWN. ON OCCASION, I MAKE STOCK TRANSACTION ADJUSTMENTS WHEN NEEDED IN ORDER TO PRESERVE AND PROTECT MY FRIEND'S/FAMILY'S POSITION IN THE MARKET AS WELL AS MY OWN IN ORDER TO ACHIEVE THE BEST RETURN POSSIBLE THROUGH ADEQUATE DIVERSIFICATION. MY REI RELATIONSHIP IS NOT INVESTMENT RELATED AND THEIR LOCATION IS OFF OF 840 BRANNAN ST. HERE IN SAN FRANCISCO. I STARTED THIS RELATIONSHIP LAST OCTOBER AND HAVE PROVIDED CONSULTING TO MEMBERS AND GUESTS OF THIS COOPERATIVE BASED ON MY MANY YEARS SPENT HIKING THROUGHOUT THE SIERRA MOUNTAINS. MY HOURS THERE ARE APPROXIMATELY EIGHT HOURS A WEEK WHEN AVAILABLE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-22
• S63 Uniform Securities Agent State Law Examination
  2006-02-24

Other Names

• Gary Allen Leonard