Robert
Leone
Foundations Investment Advisors LLC
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About this Advisor
Robert Leone is a financial advisor based in Braintree, Massachusetts, working with Foundations Investment Advisors LLC. Robert has previously held positions at Mcadam LLC, University Of New Hampshire, Town Of Weymouth, Tavern At Quarry Hills, Catholic Memorial High School, Foundations Investment Advisors, LLC, Catholic Memorial, Granite Links Tavern At Quarry Hills, Ryder Transport Company, Unh Intramural Sports Employee, Weymouth Public Schools, and Rise North Capital. Robert has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Robert is part of Foundations Investment Advisors LLC, which operates out of Braintree, Massachusetts. The firm has 85 offices and 240 employees. The firm manages assets totaling $5.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Foundations Investment Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Foundations Investment Advisors LLC Brokerage Details
$5,442,145,599
240
42,079
$129,332
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Robert Leone Work History
Foundations Investment Advisors, LLC
Rise North Capital
Mcadam LLC
Unh Intramural Sports Employee
Weymouth Public Schools
Ryder Transport Company
University Of New Hampshire
Town Of Weymouth
Tavern At Quarry Hills
Granite Links Tavern At Quarry Hills
Catholic Memorial High School
Catholic Memorial
Disclosures
Please visit the SEC profile of Robert Leone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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