Leonard Marryott
Leonard Marryott is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Dublin, OH, with 34 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
6636 Longshore Street, Suite 280, Dublin, OH, 43017
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2009Customer Dispute
December 2008Other Business Activities
Leonard is a partner in JM Boat LLC, managing boat expenses, and a licensed real estate salesperson since 1989. He also serves as a board member and president for Heart of Ohio Classical Academy, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations40 states
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.