Christopher
Leonard
Simplicity Wealth
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Simplicity Wealth Brokerage Details
$201,035,405
46
2,342
$85,839
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.*
Simplicity Financial Investment Services
Simplicity Group Holdings
Simplicity Wealth, LLC
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
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Denver, CO
Summit, NJ
Bowling Green, KY
Palm Harbor, FL
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