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Scott Alan Leonard

Navigoe, LLC

Redondo Beach, CA

CRD 2218530

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Employer firm

Navigoe, LLC CRD 168716

$408M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Navigoe, Llc

417 Beryl Street, Redondo Beach, CA 90277 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-26
  • CA RA
    APPROVED
    Since 2026-08-26

Branch Locations

417 Beryl Street, Redondo Beach, CA 90277 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Navigoe, Llc Redondo Beach CA 08/2013 Present
Previous Registrations
  • 2012-01-06 → 2013-12-31
    Trovena, Llc.
    Redondo Beach, CA
  • 2008-03-11 → 2013-08-21
    San Diego, CA
  • 2001-01-01 → 2009-03-17
    Leonard Wealth Management, Inc.
    Redondo Beach, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-04-06
  • S63 Uniform Securities Agent State Law Examination
    1992-04-06
Designations
  • Certified Financial Planner

View on SEC IAPD

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