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Anthony Lyn Leonti

Corvus Wealth Advisors LLC

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About Anthony Lyn Leonti

Anthony Lyn Leonti is a financial advisor registered with Corvus Wealth Advisors LLC. Anthony is also registered with the state of California. Anthony has been in the financial industry since 2020 and is currently affiliated with Corvus Wealth Advisors LLC in Templeton, CA. Anthony holds Series 7TO, SIE and Series 66 licenses and is a Certified Financial Planner. Anthony has experience with providing financial advice to individuals, corporations, pension and profit sharing plans, charitable organizations, and high-net-worth individuals.

Firm Information

Anthony Leonti is currently registered with Corvus Wealth Advisors LLC. Corvus Wealth Advisors LLC is an investment advisor headquartered in Templeton, CA, with a focus on financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. With over $720 million in regulatory assets under management, they cater to a diverse clientele including high-net-worth individuals, pension and profit-sharing plans, and corporations. They also provide selection of other advisors for their clients.
Corvus Wealth Advisors LLC

615 S. MAIN STREET

TEMPLETON, CA 93465

$720.92M

Assets Under Management

14

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Anthony Leonti’s Registration & Firm History

CA

07/11/2024 - Present

Corvus Wealth Advisors LLC (TEMPLETON CA)

GA

02/05/2020 - 04/23/2024

UBS FINANCIAL SERVICES INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 03/13/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/05/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/30/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Lyn Leonti.
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