Leonard JR., Gary A.

Overview

Gary A. Leonard Jr. operates a sole-proprietor advisory practice that combines registered representative activity through a broker-dealer with fee-based portfolio management for individual and family clients and small businesses. The business runs on a percentage-of-AUM fee model and manages accounts on a discretionary basis, emphasizing liquid equity exposure as the primary risk/return driver. The firm does not position itself as an ESG-focused or multi-state adviser and does not act as a capital allocator to external private managers. Investment activity centers on exchange-traded instruments and direct equities, supported by mutual funds and corporate debt for income and diversification. Because the adviser also maintains a broker-dealer affiliation, execution and custody choices are routed through that relationship rather than through a separate, multi-state RIA platform.

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Public Holdings

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Location & Offices