Richard Jeffrey Leukart

Employer firm

Charter Oak Asset Management, Inc. CRD 27823

$74.8M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• CONSULTING

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

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

Current Employers

Employment History

• 08/2007 → Present
  Charter Oak Asset Management
  Cheshire, CT

Other Businesses

Seventy West, LLC 1256 Rice Avenue, Cheshire, CT 06410 Co-owner. Established LLC to own and manage rental property purchased 7/1/13. Act as agent/manager/landlord and work an average of 10-25 hours per month before or after regular securities trading hours. Manage building maintenance & improvement, tenant leases, record keeping. Also, incorporated within my normal Charter Oak workday I am licensed to sell Life, Accident & Health Insurance to potential and existing clients should there be a need typically allocating less than 10 hours per month on this activity.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-08-20
• S65 Uniform Investment Adviser Law Examination
  2009-07-16