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Robert T Leonard

Simpson Investment Counsel

North Andover, MA

Lexington, MA

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Current Employers
Simpson Investment Counsel

52 Waltham Street, Lexington, MA 02421 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2017-10-16
  • MA RA
    APPROVED
    Since 2017-10-16

Branch Locations

4 High Street Suite 213, North Andover, MA 01845 • United States

52 Waltham Street, Lexington, MA 02421 • 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
Simpson Leonard Investment Llc Lexington MA 08/2016 Present
  • 08/2016 → Present
    Simpson Leonard Investment Llc
    Lexington, MA
Previous Registrations
  • 2006-03-15 → 2006-11-03
    Tiaa-Cref Trust Company, Fsb
    Boston, MA
Designations

View on SEC IAPD

Other Firms

NORTHERN CAPITAL SECURITIES CORPORATION
OSAIC WEALTH, INC.
CONNOLLY FINANCIAL ADVISORS, INC.
FOCUS PARTNERS WEALTH, LLC
BRADFORD FINANCIAL SERVICES CORP
STONEX ADVISORS INC.
PFS INVESTMENTS INC.
SANTANDER SECURITIES LLC

Other Investors

MANFRED THEODOR BECKMANN
Robert Edward Pickett
JASON DANIEL STUCK
STEPHEN GILBERT RYE
MAURICE JASON KAUFF
DAVID GRANT OLDAKER
Dylan Jacob Fernandez
EDMUND JOSEPH HAUGHEY

Other Offices

NORTHERN CAPITAL SECURITIES CORPORATION · NORTH ANDOVER, MA
OSAIC WEALTH, INC. · NORTH ANDOVER, MA
CONNOLLY FINANCIAL ADVISORS, INC. · NORTH ANDOVER, MA
CONNOLLY FINANCIAL ADVISORS, INC. · North Andover, MA
FOCUS PARTNERS WEALTH, LLC · NORTH ANDOVER, MA
BRADFORD FINANCIAL SERVICES CORP · North Andover, MA
STONEX ADVISORS INC. · North Andover, MA
PFS INVESTMENTS INC. · NORTH ANDOVER, MA

More in North Andover, MA

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