Leo
Cunningham
Main Street Financial
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About this Advisor
Leo Cunningham is a certified financial planner working out of Mount Kisco, New York with 7 years of relevant experience. Cunningham currently works for Main Street Financial. They have spent all of their career at Main Street Financial. Cunningham has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New York and Texas. Main Street Financial is a registered investment business operating out of Mount Kisco, NY. It manages $58 million in total assets between its 253 accounts, placing it among the smaller firms in the United States by assets under management. Of its 253 accounts, 15% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Main Street Financial has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually are based on the type of services offered. However, fees billed by Main Street Financial can include some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Main Street Financial Brokerage Details
$58,375,477
4
253
$230,733
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Leo Cunningham Work History
Leo has been registered as a financial advisor for 7 years.*
Main Street Financial
*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 Leo Cunningham 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 Main Street Financial
Mount Kisco, NY
Mount Kisco, NY
Mount Kisco, NY
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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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.
