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Angela Marie Ferrante

Leonard Advisory Group LLC

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About Angela Marie Ferrante

Angela Marie Ferrante is an Investment Advisor Representative with Leonard Advisory Group LLC, located in Pittsburgh, PA. Angela Ferrante is registered with the state of Pennsylvania. Angela Marie Ferrante has been in the financial services industry for over 35 years. Angela Ferrante is experienced with financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

Angela Ferrante is currently registered with Leonard Advisory Group LLC. Leonard Advisory Group LLC is a financial advisory firm that provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm manages approximately $45.37 million in assets and has 314 clients. Their services include financial planning, selection of other advisors, and portfolio management for individuals.

$45.37M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Angela Ferrante’s Registration & Firm History

PA

11/07/2022 - Present

Leonard Advisory Group LLC (Pittsburgh PA)

PA

04/15/2011 - 11/01/2022

CENTER STREET SECURITIES, INC. (PITTSBURGH PA)

PA

07/07/2009 - 02/11/2011

QA3 FINANCIAL CORP. (BERLIN PA)

PA

03/23/2007 - 03/04/2009

SECURIAN FINANCIAL SERVICES, INC. (PITTSBURGH PA)

PA

03/02/1994 - 03/19/2007

NEW ENGLAND SECURITIES (PITTSBURGH PA)

NY

10/19/1987 - 02/18/1994

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

10/19/1987 - 02/18/1994

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/04/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/1991

Series 7 - General Securities Representative Examination

BC

Issued 10/16/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Angela Marie Ferrante. Review regulatory record here.
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