Leonard
Barenboim

The Moneypaper Advisor, Inc

CRD#1523181
Investment Advisor
in Harrison, NY

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About this Advisor

Leonard Barenboim is a financial advisor operating in Harrison, New York who has 2 years of relevant experience. Barenboim works at The Moneypaper Advisor, Inc. Barenboim has gained experience at Fab Portfolio Mgmt, Temper Of The Times Investor Services, Tigress Financial Partners, LLC, Ariston Wealth Management, Astor Wealth Management LLC, Ei Capital Distributors, LLC, Moneypaper Advisor Inc, Mp63 Fund Inc, Somerset Securities, Inc, Hamersley Partners, Ama Securities LLC, Bagby Financial Services LLC, Walton Re Securities LLC, Adm Securities LLC, Tech+Ip Capital, LLC, Dalmore Group, Gatsby Securities, Tgp Securities, Inc, Stock Securities, LLC, Iaff-Fc Investments LLC, Mc Square Capital LLC, Rubinbrown Corporate Finance LLC, Shinhan Investment America Inc and Iaff-Fc Advisors LLC. Barenboim maintains Series 63, Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in New York. The Moneypaper Advisor, Inc is a firm with a branch in Harrison, New York. It manages $91 million in assets under management among its one client accounts, making it one of the smaller financial advisory firms in the United States by assets under management. The firm offers portfolio management for investment companies. Fees for financial management largely are based on which services the firm provides the client. However, fees charged by The Moneypaper Advisor, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

Harrison, NY

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The Moneypaper Advisor, Inc Brokerage Details

Total Assets Under Management

$91,309,452

Total Number of Employees

3

Total Number of Accounts

1

Average Account Size

$91,309,452

Investment Advisory Services

  • Portfolio management for investment companies

Leonard Barenboim Work History

Leonard has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Iaff-Fc Investments LLC

2022 - Present (2 years)

Rubinbrown Corporate Finance LLC

2022 - Present (2 years)

Shinhan Investment America Inc

2022 - Present (2 years)

Iaff-Fc Advisors LLC

2021 - Present (3 years)

Tech+Ip Capital, LLC

2021 - Present (3 years)

Tgp Securities, Inc

2021 - Present (3 years)

Stock Securities, LLC

2020 - Present (4 years)

Walton Re Securities LLC

2020 - Present (4 years)

Adm Securities LLC

2020 - Present (4 years)

Gatsby Securities

2019 - Present (5 years)

Ama Securities LLC

2019 - Present (5 years)

Dalmore Group

2019 - Present (5 years)

Mc Square Capital LLC

2017 - Present (7 years)

Moneypaper Advisor Inc

2017 - Present (7 years)

Mp63 Fund Inc

2017 - Present (7 years)

Somerset Securities, Inc

2019 - 2020 (1 year)

Bagby Financial Services LLC

2017 - 2021 (4 years)

Hamersley Partners

2016 - 2020 (4 years)

Ei Capital Distributors, LLC

2015 - 2015 (< 1 year)

Astor Wealth Management LLC

2014 - 2014 (< 1 year)

Ariston Wealth Management

2013 - 2021 (8 years)

Temper Of The Times Investor Services

2013 - 2014 (1 year)

Tigress Financial Partners, LLC

2009 - 2014 (5 years)

Fab Portfolio Mgmt

*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 Leonard Barenboim 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 The Moneypaper Advisor, Inc

Leonard Barenboim
Harrison, 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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