Mark Leone
Mark Leone is a registered investment advisor at Cetera Investment Advisers LLC, based in Milford, MA, with 33 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
100 Medway Road, Suite 202, Milford, MA, 01757-1741
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is an insurance sales agent, selling equity indexed annuities and other fixed insurance products since 1993, dedicating a few hours per week to these activities. He also shares office space with Gilpin CPA Inc., who refers investment and insurance business to him.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations10 states
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