Robert Leonard is a CFP-designated registered investment advisor, based in Richmond, VA, with 31 years of industry experience.
Location
800 E Canal Street, Suite 950, Richmond, VA, 23219
Get directionsHistory
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
Robert is an agent/broker for Select Brokers LLC, selling fixed insurance since 2006, and an owner of Irongate Capital Advisors, LLC, offering securities, advisory, and insurance services since 2020, dedicating about a quarter of his time. Robert also sells fixed insurance with various companies, including life, health, disability, and long-term care, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Securian Financial Services, INC.
Investment Advisory Group, INC.
Securian Financial Services, INC.Broker
State Registrations38 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.