Christopher
Leonard

Simplicity Wealth

CRD#5044563
Investment Advisor
in Summit, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Christopher Leonard is a financial advisor based in Summit, New Jersey who has 3 years of industry experience. Leonard works at Simplicity Wealth. Throughout their career, Leonard has worked at Axa Advisors, LLC, Simplicity Financial Investment Services, Simplicity Group Holdings and Simplicity Wealth, LLC. Leonard holds Series 63 and Series 66 licenses, certifying them as a securities broker, and can serve investors in New Jersey. Simplicity Wealth is a firm operating out of Summit, NJ. The investment advisory business has offices in 33 locations and a total of 46 advisors. It controls $201 million in assets among its 2,342 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 2,342 customer accounts, just 1% belong to high-net-worth clients who have more than $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely depend on which services are offered. Fee types billed by Simplicity Wealth can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

86 Summit Ave.
Summit, NJ 07901

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Simplicity Wealth Brokerage Details

Total Assets Under Management

$201,035,405

NJ Average: $10,121,009,343
Total Number of Employees

46

NJ Average: 92
Total Number of Accounts

2,342

NJ Average: 6,978
Average Account Size

$85,839

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Christopher Leonard Work History

Christopher has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Simplicity Financial Investment Services

2020 - Present (4 years)

Simplicity Group Holdings

2020 - Present (4 years)

Simplicity Wealth, LLC

2013 - 2019 (6 years)

Axa Advisors, LLC

*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 Christopher Leonard 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 Simplicity Wealth

Christopher Leonard
Summit, NJ
Daniel Nicolaescu
Summit, NJ
Daniel Rhoads
Summit, NJ
Ronald Swanick
Summit, NJ
John Hathaway
Denver, CO
Justin Jones
Summit, NJ
Jackson Sowell
Bowling Green, KY
Hilary Zaragoza
Palm Harbor, FL

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started