Leo Iacobelli is a registered investment advisor, based in Rochester, NY, with 38 years of industry experience.
Location
225 Chestnut St, Rochester, NY, 14604
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Regulatory History (1)
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Customer Dispute
July 2002Settled
Other Business Activities
Leo is the SVP, Director of Wealth Management at ESL Federal Credit Union, dedicating about half of his time to this role. He is also the President & COO of ESL Investment Services, LLC, spending about a quarter of his time on this.
Employment History
Current Registrations
Esl Investment Services, LLCBroker
July 2006 - Present · 19 yrs 10 mos
LPL Financial LLC
March 2001 - Present · 25 yrs 2 mos
LPL Financial LLCBroker
February 1999 - Present · 27 yrs 3 mos
Previous Registrations
Essex National Securities, INC.Broker
January 1999 - February 1999 · 1 mo
Essex National Securities, INC.Broker
January 1997 - December 1998 · 1 yr 11 mos
Chase Investment Services CORP.Broker
August 1996 - January 1997 · 5 mos
Bhcm INC.Broker
February 1995 - August 1996 · 1 yr 6 mos
Gna Securities, INC.Broker
March 1991 - February 1995 · 3 yrs 11 mos
Pamco Securities and Insurance ServicesBroker
September 1990 - March 1991 · 6 mos
Pruco Securities CorporationBroker
September 1987 - October 1990 · 3 yrs 1 mo
State Registrations27 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.