Angela Ferrante
Angela Ferrante is a registered investment advisor at Leonard Advisory Group LLC, based in Pittsburgh, PA, with 37 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 174 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Leonard Advisory Group does not directly manage investments but directs clients to third-party investment advisors. They may direct clients to Morningstar Managed Portfolios or AE Wealth Management. The total fee, including Leonard AG's fee and the third-party advisor's fee, ranges from 1.50% to 1.65% of your portfolio, depending on the amount you invest. These fees are negotiable.
Location
8150 Perry Highway, Suite 315, Pittsburgh, PA, 15237
Get directionsHistory
Regulatory History (1)
Judgment / Lien
November 2008Other Business ActivitiesSells Insurance
Angela is the president of Laurel Highlands Risk Management, LLC, selling life, health, accident, long-term care, and annuity insurance products, dedicating a few hours per week. She also owns A.M. Cattle Company, a family farm, and spends minimal time on it, and is an investment specialist at Leonard Advisory Group, taking about half of Angela's time.
Employment History
Current Registrations
Leonard Advisory Group LLC
Previous Registrations
Center Street Advisors, INC.
Brookstone Capital Management LLC
Center Street Securities, INC.Broker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Securian Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.