Leslie
Sawyer
Whalerock Point Partners, LLC
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About this Advisor
Leslie Sawyer is a financial advisor based in Providence, Rhode Island, working with Whalerock Point Partners, LLC. Leslie has previously held positions at The Smokehouse Cafe, Whalerock Point Partners, LLC, Avvio Ristorante, East Island Reserve Hotel, Newport Vineyards, The Mooring Restaurant, Sodexo Food Services, Newport Community Schools, Aeropostale, and Strong Beginnings Learning Center. Leslie has passed the Series 65 regulatory exam and is registered to provide services in Rhode Island. Currently, Leslie is part of Whalerock Point Partners, LLC, which operates out of Providence, Rhode Island. The firm has 8 employees and manages assets totaling $624.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Whalerock Point Partners, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Whalerock Point Partners, LLC Brokerage Details
$624,783,378
8
298
$2,096,589
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Leslie Sawyer Work History
Whalerock Point Partners, LLC
Avvio Ristorante
East Island Reserve Hotel
The Smokehouse Cafe
Newport Vineyards
The Mooring Restaurant
Sodexo Food Services
Newport Community Schools
Aeropostale
Strong Beginnings Learning Center
Disclosures
Please visit the SEC profile of Leslie Sawyer 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 Whalerock Point Partners, LLC
Providence, RI
Providence, RI
Providence, RI
Providence, RI
Providence, RI
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