LEONARD PETER LEO is an investment adviser representative (IAR) with state registration records since 2021, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-12-22 | 2025-03-31 | — |
| MAXIM FINANCIAL ADVISORS LLC | 2021-05-10 | 2022-11-07 | — |