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Susan Carrie Leonard

Commonwealth Financial Network

Mill Valley, CA

CRD 7942941

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Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-07
  • CA RA
    APPROVED
    Since 2026-01-07

Branch Locations

1 Belvedere Place Suite 200, Mill Valley, CA 94941 • 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
Analysis Group Boston MA 07/2019 12/2023
Glencrest Group San Francisco CA 01/2024 04/2024
Terra Blue Wealth Managment Mill Valley CA 06/2024 08/2026
Lando & Anastasi Cambridge MA 07/2017 06/2019
Bates College Lewiston ME 08/2013 06/2017
Commonwealth Financial Network Waltham MA 08/2026 Present
Terra Blue Wealth Managment Mill Valley CA 08/2026 Present
  • 07/2019 → 12/2023
    Analysis Group
    Boston, MA
  • 01/2024 → 04/2024
    Glencrest Group
    San Francisco, CA
  • 06/2024 → 08/2026
    Terra Blue Wealth Managment
    Mill Valley, CA
  • 07/2017 → 06/2019
    Lando & Anastasi
    Cambridge, MA
  • 08/2013 → 06/2017
    Bates College
    Lewiston, ME
  • 08/2026 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 08/2026 → Present
    Terra Blue Wealth Managment
    Mill Valley, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-09
  • S66 Uniform Combined State Law Examination
    2025-12-09

View on SEC IAPD

Nearby Firms

PRIVATE WEALTH PARTNERS, LLC
DIPSEA CAPITAL, LLC
OSAIC WEALTH, INC.

Nearby Investors

RICHARD GEORGE KUCHEN
WILLIAM FRANKLIN DAGLEY
JASON MARTIN SAXON

Nearby Offices

PRIVATE WEALTH PARTNERS, LLC · MILL VALLEY, CA
DIPSEA CAPITAL, LLC · MILL VALLEY, CA
OSAIC WEALTH, INC. · Mill Valley, CA

More in Mill Valley, CA

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