Giuseppe Leone

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 03/2022
  Fidelity Brokerage Services Llc
  Farmington, MI
• 07/2018 → 03/2022
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 04/2022 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2018-07-13 → 2022-03-30
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-04-27 → 2018-07-13
  Strategic Advisers Llc
  Farmington, MI
• 2012-04-10 → 2015-03-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clinton Township, MI
  Clinton Township, MI
  Auburn Hills, MI
  Chicago, IL
  Clinton Township, MI

Exams

• S66 Uniform Combined State Law Examination
  2012-02-28

Other Names

• Giuseppe Giovanni Leone
• Joe G Leone
• Giuseppe G Leone