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Calum Leonard

Citigroup Global Markets Inc.

Port Jefferson, NY

Port Washington, NY

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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-11-17
  • NY RA
    APPROVED
    Since 2025-11-17

Branch Locations

Citi Wealth Management, Sales 4800 Nesconset Highway, Ste 1, Port Jefferson, NY 11776 • United States

Cwm Retail, Sales 830 Port Washington Blvd, Port Washington, NY 11050 • 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
Ubs New York NY 07/2013 06/2023
Gex Capital Lake Grove NY 06/2023 06/2024
Unemployed New York NY 07/2024 05/2025
J.P Morgan Securities Llc Centereach NY 06/2025 10/2025
Jpmorgan Chase Bank, N.A. Centereach NY 06/2025 10/2025
Citigroup New Hyde Park NY 11/2025 Present
  • 07/2013 → 06/2023
    Ubs
    New York, NY
  • 06/2023 → 06/2024
    Gex Capital
    Lake Grove, NY
  • 07/2024 → 05/2025
    Unemployed
    New York, NY
  • 06/2025 → 10/2025
    J.P Morgan Securities Llc
    Centereach, NY
  • 06/2025 → 10/2025
    Jpmorgan Chase Bank, N.A.
    Centereach, NY
  • 11/2025 → Present
    Citigroup
    New Hyde Park, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-08-22
S65 Uniform Investment Adviser Law Examination 2025-01-21
  • S63 Uniform Securities Agent State Law Examination
    2025-08-22
  • S65 Uniform Investment Adviser Law Examination
    2025-01-21
Other Names
  • Cal Leonard
  • Calum Leonard
  • Calum A Leonard

View on SEC IAPD

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ST. JAMES INVESTMENT ADVISORS, LLC · PORT JEFFERSON, NY
MORGAN STANLEY · Port Jefferson, NY
KESTRA ADVISORY SERVICES, LLC · Port Jefferson, NY
KESTRA ADVISORY SERVICES, LLC · Pt. Jefferson, NY
RUGGIERO INVESTMENTS · Port Jefferson, NY
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