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Angela Marie Ferrante

Leonard Advisory Group LLC

Wexford, PA

Saint Joseph, MI

CRD 1740108

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Employer firm

Leonard Advisory Group LLC CRD 321165

$114M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Leonard Advisory Group Llc

720 State St, Saint Joseph, MI 49085 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-11-07
  • PA RA
    APPROVED
    Since 2022-11-07

Branch Locations

180 Swinderman Ste 400, Wexford, PA 15090 • United States

720 State St, Saint Joseph, MI 49085 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
A.M. Cattle Company Berlin PA 06/1995 Present
Self-Employed Berlin PA 07/1987 Present
Center Street Securities Nashville TN 04/2011 11/2022
Center Street Advisors, Inc. Nashville TN 03/2015 11/2022
Leonard Advisory Group Llc Pittsburgh PA 08/2022 Present
Laurel Highlands Risk Management Berlin PA 04/2011 Present
Leonard Advisory Group, Llc Pittsburgh PA 05/2015 Present
  • 06/1995 → Present
    A.M. Cattle Company
    Berlin, PA
  • 07/1987 → Present
    Self-Employed
    Berlin, PA
  • 04/2011 → 11/2022
    Center Street Securities
    Nashville, TN
  • 03/2015 → 11/2022
    Center Street Advisors, Inc.
    Nashville, TN
  • 08/2022 → Present
    Pittsburgh, PA
  • 04/2011 → Present
    Laurel Highlands Risk Management
    Berlin, PA
  • 05/2015 → Present
    Pittsburgh, PA
Previous Registrations
  • 2015-03-18 → 2022-11-01
    Center Street Advisors, Inc.
    Berlin, PA
    Pittsburgh, PA
    Nashville, TN
    Berlin, PA
    Pittsburgh, PA
  • 2011-04-21 → 2015-03-16
    Pittsburgh, PA
    Berlin, PA
    Wheaton, IL
  • 2010-03-23 → 2011-02-11
    Qa3 Financial Llc
    Omaha, NE
    Berlin, PA
  • 2002-08-13 → 2007-03-19
    New England Securities
    Pittsburgh, PA
    Pittsburgh, PA
Other Businesses

1. LAUREL HIGHLANDS RISK MANAGEMENT, LLC, PRESIDENT, NON-INVST - LIFE, HEALTH, ACCIDENT, LONG TERM CARE AND ANNUITIES, START 7/97, . 5 HR/WK. 2. A.M. CATTLE COMPANY, 202 STONECREST DR BERLIN PA 15530; NON-INVST RLTD; FAMILY FARM; OWNER; 06/95-PRES; 10HRS/MO; 0 TRADE HRS/MO. 3. LEONARD ADVISORY GROUP, INVESTMENT SPECIALIST, START 03/2015 90 HOURS PER MONTH

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-11-04
  • S63 Uniform Securities Agent State Law Examination
    1987-11-04

View on SEC IAPD

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