Greg J Leonard

Current Employers

Employment History

• 11/2013 → 08/2019
  Fidelity Investments
  Bellevue, WA
• 07/2018 → 08/2019
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 09/2019 → 05/2026
  Raymond James Financial Services, Inc.
  Issaquah, WA
• 09/2019 → 05/2026
  Raymond James Financial Services Advisors, Inc.
  Issaquah, WA
• 10/2020 → 05/2026
  Fisette & Kim Financial Services Llc
  Issaquah, WA
• 07/2026 → Present
  Ameriprise Financial Services Llc
  Seattle, WA

Previous Registrations

• 2019-09-17 → 2026-05-14
  Raymond James Financial Services Advisors, Inc
  Issaquah, WA
• 2018-07-13 → 2019-08-27
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2014-05-29 → 2018-07-13
  Strategic Advisers Llc
  Bellevue, WA

Other Businesses

Outside Employment; HCL Management LLC; Financial Advisor. I help individuals and families achieve their financial goals by providing personalized guidance on investments, retirement planning, risk management, insurance, tax strategies, and wealth preservation. They assess clients' financial situations, develop tailored plans, monitor progress, and adjust recommendations as life circumstances and market conditions change. Beyond managing investments, I serve as trusted partners who help clients make informed financial decisions and stay on track toward long-term financial security.; Manage advisory business; 202 Elliott Ave W, Ste #510, Seattle, WA, 98119; Investment-Related; 07/22/2026; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2014-05-23
• S63 Uniform Securities Agent State Law Examination
  2012-03-07

Other Names

• Greg J Leonard
• Gregory J Leonard