Anthony Lyn Leonti

Employer firm

Corvus Wealth Advisors LLC CRD 311261

$1.08B regulatory AUM 11 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2020 → 05/2024
  Ubs Financial Services Inc.
  Weehawken, NJ
• 12/2018 → 12/2019
  Ubs
  Atlanta, GA
• 08/2018 → 12/2019
  Georgia State University
  Atlanta, GA
• 08/2017 → 06/2018
  Azusa Pacific Uniiversity
  Azusa, CA
• 08/2016 → 07/2017
  Sierra College
  Rocklin, CA
• 01/2017 → 09/2017
  Petsmart
  Rocklin, CA
• 03/2017 → 08/2017
  Lincoln Hills Golf Club
  Lincoln, CA
• 11/2017 → 06/2018
  Azusa Pacific University
  Azusa, CA
• 06/2018 → 08/2018
  Hume Lake
  Hume Lake, CA
• 04/2017 → 06/2017
  Tokyo Dori
  Rocklin, CA
• 10/2016 → 06/2017
  Sierra College
  Rocklin, CA
• 05/2024 → Present
  Corvus Wealth Advisors, Llc
  Templeton, CA

Previous Registrations

• 2020-03-16 → 2024-04-23
  Ubs Financial Services Inc.
  Weehawken, NJ
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2020-03-13

Designations

• Certified Financial Planner