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Ronald Kay Leavitt

Capstone Capital Wealth Advisors

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About Ronald Kay Leavitt

Ronald Leavitt is a financial professional with over 35 years of experience in the securities industry. Ronald is registered as an Investment Advisor Representative in Nevada. Ronald is currently employed at Capstone Capital Wealth Advisors, a firm based in Henderson, Nevada. Ronald's prior experience includes time at GEnEOS Wealth Management, Inc. and Western International Securities, Inc. Ronald also has experience at Sentra Securities Corporation and Morgan Stanley DW Inc. Ronald has a broad range of experience in the financial services industry, providing financial advice to individuals, families, and businesses. Ronald is committed to providing clients with personalized service and financial guidance to help them achieve their financial goals.

Firm Information

Ronald Leavitt is currently registered with Capstone Capital Wealth Advisors. Capstone Capital Wealth Advisors is a Registered Investment Advisor (RIA) located in Henderson, NV. With a focus on financial planning and portfolio management for individuals and high-net-worth individuals, the firm manages approximately $321.3 million in assets. The firm's client base includes individuals, high-net-worth individuals, charitable organizations, and banking or thrift institutions.
Capstone Capital Wealth Advisors

2600 PASEO VERDE PARKWAY

HENDERSON, NV 89074-7167

$321.30M

Assets Under Management

Not reported

Total Clients

5

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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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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Ronald Leavitt’s Registration & Firm History

NV

04/08/2009 - Present

Capstone Capital Wealth Advisors (HENDERSON NV)

NV

03/07/2007 - 03/22/2007

GENEOS WEALTH MANAGEMENT, INC. (HENDERSON NV)

NV

08/16/2002 - 12/02/2005

WESTERN INTERNATIONAL SECURITIES, INC. (HENDERSON NV)

AZ

02/11/2002 - 08/21/2002

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

NY

09/01/1987 - 02/12/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

NA

03/20/1986 - 09/23/1987

RAUSCHER PIERCE REFSNES, INC.

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Licenses & Designations

IA

Issued 07/22/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/27/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/07/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/30/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald Kay Leavitt.
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