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Lawrence Leonard Leon

Wealth Enhancement Advisory Services, LLC

Pittsford, NY

Plymouth, MN

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Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-12-21
  • NY RA
    APPROVED
    Since 2023-12-21

Branch Locations

1040 Pittsford Victor Rd, Pittsford, NY 14534 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Manning & Napier Advisors, Llc Fairport NY 06/1988 11/2018
Manning & Napier Investor Services, Inc. Fairport NY 03/1990 11/2018
Wealth Enhancement Group Pittsford NY 07/2022 Present
Wealth Enhancement Advisory Services Pittsford NY 08/2023 Present
Global Hawk Insurance Co. Pittsford NY 01/2019 12/2020
Unemployed Pittsford NY 01/2021 07/2022
  • 06/1988 → 11/2018
    Manning & Napier Advisors, Llc
    Fairport, NY
  • 03/1990 → 11/2018
    Manning & Napier Investor Services, Inc.
    Fairport, NY
  • 07/2022 → Present
    Wealth Enhancement Group
    Pittsford, NY
  • 08/2023 → Present
    Wealth Enhancement Advisory Services
    Pittsford, NY
  • 01/2019 → 12/2020
    Global Hawk Insurance Co.
    Pittsford, NY
  • 01/2021 → 07/2022
    Unemployed
    Pittsford, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-21
S63 Uniform Securities Agent State Law Examination 1991-12-30
  • S65 Uniform Investment Adviser Law Examination
    2023-12-21
  • S63 Uniform Securities Agent State Law Examination
    1991-12-30
Other Names
  • Lawrence Leonard Leon

View on SEC IAPD

Other Firms

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ARMBRUSTER CAPITAL MANAGEMENT, INC.
KICKSTAND WEALTH ADVISORS
MARK ANDREW PAGANELLI
MORGAN STANLEY
CHARLES SCHWAB & CO., INC.
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.

Other Investors

Christopher M Leone
Matthew A Kilmer
Matthew M Matteson
Jason R Alexander
Angelo J Ponticello
GARY M FITCH
Jessica Royston
JACQUELINE M SINCLAIR-PARKER

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSFORD, NY
ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY
KICKSTAND WEALTH ADVISORS · PITTSFORD, NY
MARK ANDREW PAGANELLI · PITTSFORD, NY
MORGAN STANLEY · Pittsford, NY
CHARLES SCHWAB & CO., INC. · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · PITTSFORD, NY

More in Pittsford, NY

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