Leslie Allyn Modica

Employer firm

Saltbox Financial LLC CRD 130882

$105M regulatory AUM 160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• TAX PREPARATION SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2022 → Present
  Saltbox Financial
  Newburyport, MA
• 10/2021 → 01/2022
  Saltbox Financial
  Newburyport, ME
• 06/2021 → Present
  Festina Lente
  Kittery, ME
• 08/2018 → 08/2021
  Franklin Oyster House
  Portsmouth, NH
• 10/2014 → 02/2017
  Freelance Writer
  Eliot, ME
• 11/2014 → 02/2019
  Atlantic Grill
  Rye, NH

Other Businesses

Festina Lente, non investment related, 1 Government Street, Kittery, ME, 03904, Restaurant, Server, 06/2021, 32 hours per month, 32 hours per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-05

Designations

• Certified Financial Planner

Other Names

• Leslie Allyn Modica