Leslie
Sawyer
Whalerock Point Partners, LLC
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About this Advisor
Leslie Sawyer is a financial advisor who works out of Providence, Rhode Island with 3 years of relevant experience. Sawyer is currently employed by Whalerock Point Partners, LLC. During their career, Sawyer has held roles at 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 and John Stark Regional High School. Sawyer has a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Rhode Island. Whalerock Point Partners, LLC is a registered investment business headquartered in Providence, RI. It has $655 million in assets under management across its 270 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm advises one charitable organizations. Of its 270 customer accounts, 44% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Whalerock Point Partners, LLC has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees typically vary depending on the financial services provided. Fees billed by Whalerock Point Partners, LLC likely are comprised of any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Whalerock Point Partners, LLC Brokerage Details
$654,549,106
8
270
$2,424,256
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
Leslie has been registered as a financial advisor for 3 years.*
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
John Stark Regional High School
*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 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
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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