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Robert T Leonard

Simpson Investment Counsel

North Andover, MA

Lexington, MA

CRD 5060765

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Employer firm

Simpson Investment Counsel CRD 107499

$17.6M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

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
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

NORTHERN CAPITAL SECURITIES CORPORATION
OSAIC WEALTH, INC.
CONNOLLY FINANCIAL ADVISORS, INC.

Nearby Investors

MANFRED THEODOR BECKMANN
Robert Edward Pickett
JASON DANIEL STUCK

Nearby Offices

NORTHERN CAPITAL SECURITIES CORPORATION · NORTH ANDOVER, MA
OSAIC WEALTH, INC. · NORTH ANDOVER, MA
CONNOLLY FINANCIAL ADVISORS, INC. · NORTH ANDOVER, MA

More in North Andover, MA

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