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Leon Okurowski

54 Years of Experience
1 DisclosureBroker

Leon Okurowski is a registered investment advisor at Pear Tree Advisors, INC., based in Lincoln, MA, with 54 years of industry experience. Leon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $3.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$3.1B
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Location

Lincoln North, 55 Old Bedford Road, Lincoln, MA, 01773

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History

Regulatory History (1)
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Customer Dispute
January 1994
Settled
Other Business Activities

Leon holds multiple positions, including Vice President and Treasurer of Pear Tree Funds and Director and Vice President of Pear Tree Advisors, Inc. He is also involved in real estate management and serves on the board of WoundChek Laboratories and as a managing member of Railrunner Rolling Stock LLC, dedicating minimal time to the latter two.

Employment History
Current Registrations
Pear Tree Advisors, INC.
March 2002 - Present · 24 yrs 1 mo
U. S. Boston Capital CorporationBroker
June 1985 - Present · 40 yrs 10 mos
Previous Registrations
U. S. Boston Capital Corporation
January 2000 - January 2003 · 3 yrs
U. S. Boston Capital CorporationBroker
April 1971 - May 1985 · 14 yrs 1 mo
State Registrations17 states
AZCACTFLHIIAMAMDMENCNHNJNYORPARITX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Leon Okurowski - Financial Advisor | TrueAdvisor