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Peter Arthur Leppones

Apella Wealth

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About Peter Arthur Leppones

Peter Arthur Leppones is a financial advisor registered with Apella Wealth in West Hartford, Connecticut. Peter Leppones is a Certified Financial Planner and has been in the industry since 1993. Peter Arthur Leppones specializes in financial planning and portfolio management for individuals and businesses.

Firm Information

Peter Leppones is currently registered with Apella Wealth. Apella Wealth is an investment advisor registered with the SEC and based in West Hartford, CT. With a team of over 40 investment advisor representatives, they manage approximately $3.35 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Apella Wealth specializes in financial planning and portfolio management.
Apella Wealth

65 MEMORIAL DRIVE

WEST HARTFORD, CT 06107

$3.35B

Assets Under Management

Not reported

Total Clients

41

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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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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percentage of assets

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

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other

Fee for financial planning services. fees for technology.

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Peter Leppones’s Registration & Firm History

CT

04/01/2016 - Present

Apella Wealth (WEST HARTFORD CT)

CT

03/04/2008 - 03/21/2016

NATIONAL PLANNING CORPORATION (EAST HARTFORD CT)

CT

06/05/2006 - 04/13/2007

METLIFE INVESTORS DISTRIBUTION COMPANY (HARTFORD CT)

CT

09/29/1999 - 02/06/2006

ADVEST, INC. (HARTFORD CT)

MA

05/24/1999 - 09/01/1999

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

CT

10/10/1996 - 04/26/1999

CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)

CT

10/15/1993 - 11/19/1996

AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)

CT

02/02/1993 - 10/15/1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)

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Licenses & Designations

IA

Issued 02/19/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/04/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/1996

Series 7 - General Securities Representative Examination

BC

Issued 01/29/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Arthur Leppones.
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