Michael
Leopold

Huntleigh Advisors, Inc

CRD#306991
Investment Advisor
in Saint Louis, MO

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About this Advisor

Michael Leopold is a financial advisor working out of Saint Louis, Missouri with a total of 12 years of industry experience. Leopold is currently employed by Huntleigh Advisors, Inc. They have spent all of their time as a financial advisor at Huntleigh Advisors, Inc. Leopold holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to advise clients in Florida, Illinois and Missouri. Huntleigh Advisors, Inc is an advisory firm that has its headquarters in Saint Louis, MO. The firm has offices in 11 locations and a total of 54 advisors. It has $366 million in assets among its 1,354 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 1,354 accounts, just 4% belong to high-net-worth investors who have more than $1 million in assets. The business provides a set of services, including portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees largely vary depending on which services the firm provides the client. However, fees billed by Huntleigh Advisors, Inc most likely include any combination of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

7800 Forsyth Blvd. 5Th Floor
Saint Louis, MO 63105

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Huntleigh Advisors, Inc Brokerage Details

Total Assets Under Management

$365,960,031

MO Average: $11,469,110,461
Total Number of Employees

54

MO Average: 458
Total Number of Accounts

1,354

MO Average: 33,415
Average Account Size

$270,281

MO Average: $343,232

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Michael Leopold Work History

Michael has been registered as a financial advisor for 12 years.*

1986 - Present (38 years)

Huntleigh Securities Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Leopold to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Huntleigh Advisors, Inc

Mary Blackard
Saint Louis, MO
James Quicksilver
Saint Louis, MO
William Anderson
Chesterfield, MO
Robert Chambers
Saint Louis, MO
William Duffel
Saint Louis, MO
Douglas Simms
Saint Louis, MO
Matthew Kallman
Saint Louis, MO
Matthew Ott
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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