Michael
Leonardo
Axis Wealth Partners, LLC
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About this Advisor
Michael Leonardo is a financial advisor who works out of East Providence, Rhode Island with 3 years of relevant experience. Leonardo works at Axis Wealth Partners, LLC. The advisor has gained experience at Ameriprise Financial Services, Inc and Axis Advisors, LLC. Leonardo maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Rhode Island. Axis Wealth Partners, LLC is a registered investment company operating out of East Providence, RI. The company has offices in two locations and a total of 10 employees. It manages $173 million in assets under management across its 1,209 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,209 accounts, just 14% are held by high-net-worth investors who have at least $1 million in assets available to invest. The business performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually depend on the type of financial services. However, fee types billed by Axis Wealth Partners, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Axis Wealth Partners, LLC Brokerage Details
$172,662,630
10
1,209
$142,814
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Michael Leonardo Work History
Michael has been registered as a financial advisor for 3 years.*
Axis Advisors, LLC
Ameriprise Financial Services, Inc
*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 Michael Leonardo 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 Axis Wealth Partners, LLC
East Providence, RI
East Providence, RI
East Greenwich, RI
East Providence, RI
East Providence, RI
Newport, RI
East 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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