Leonard Peter Leo

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

1075 Northern Blvd, Roslyn, NY 11576-1681 • United States

Merrick, NY • 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

Organization	City	State	From	To
Wilmington Capital Securities Llc	New York	NY	12/2015	09/2018
Maxim Group Llc	Woodbury	NY	09/2018	10/2022
Maxim Financial Advisors	New York	NY	05/2021	10/2022
Fidelity Investments	Roslyn	NY	10/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

12/2015 → 09/2018

Wilmington Capital Securities Llc

New York, NY
09/2018 → 10/2022

Maxim Group Llc

Woodbury, NY
05/2021 → 10/2022

Maxim Financial Advisors

New York, NY
10/2022 → Present

Fidelity Investments

Roslyn, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-12-22 → 2025-03-31

Fidelity Personal And Workplace Advisors

Roslyn, NY
2021-05-10 → 2022-11-07

Maxim Financial Advisors Llc

New York, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-05-07
S63	Uniform Securities Agent State Law Examination	2014-10-16

S65 Uniform Investment Adviser Law Examination

2021-05-07
S63 Uniform Securities Agent State Law Examination

2014-10-16

Other Names

Lenny Leo

View on SEC IAPD

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