Leonard
Cautela
Commonwealth Financial Network
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About this Advisor
Leonard Cautela is a financial advisor based in Charlotte, North Carolina, working with Commonwealth Financial Network. Leonard has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Wells Fargo Advisors Financial Network, LLC, and Commonwealth Financial Network. Leonard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Leonard is part of Commonwealth Financial Network, which operates out of Charlotte, North Carolina. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Leonard Cautela Work History
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial Network
Morgan Stanley Private Bank, National Association
Wells Fargo Advisors Financial Network, LLC
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Leonard Cautela to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Glastonbury, CT
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