Leonard
Durso

Beacon Capital Management, Inc

CRD#2300514
Investment Advisor
in Dayton, OH

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About this Advisor

Leonard Durso is a chartered financial consultant who works out of Dayton, Ohio with a total of 1 year of industry experience. Durso is an employee of Beacon Capital Management, Inc. They have been employed by Beacon Capital Management, Inc for the entirety of their career. Durso maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Florida. Beacon Capital Management, Inc is a financial advisory company that has its headquarters in Dayton, OH. It controls $5 billion in total assets between its 16,372 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to nine charities and foundations. Of its 16,372 client accounts, just 1% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. Financial management fees vary depending on which services are provided. However, fee types billed by Beacon Capital Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63, Chartered Financial Consultant

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets

Office Location

7777 Washington Village Drive Suite 280
Dayton, OH 45459

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Beacon Capital Management, Inc Brokerage Details

Total Assets Under Management

$4,922,296,385

OH Average: $2,106,341,625
Total Number of Employees

25

OH Average: 34
Total Number of Accounts

16,372

OH Average: 1,972
Average Account Size

$300,653

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters

Leonard Durso Work History

Leonard has been registered as a financial advisor for 1 years.*

2001 - Present (23 years)

Flexible Plan Investments LTD

*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 Durso 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 Beacon Capital Management, Inc

Vincent Gaglione
Dayton, OH
Emily Damman
Dayton, OH
Brian Thomson
Dayton, OH
Isaiah Stegman
Sac City, IA
Brett Agnew
Dayton, OH
Thomas Corner
Dayton, OH
Tyler Mays
Dayton, OH
Jesse Howie
Dayton, OH

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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