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Leo Leydon
25 Years of Experience
Plymouth, MA
1 Disclosure
Leo Leydon is a registered investment advisor at Financial Focus Asset Management,inc., based in Plymouth, MA, with 25 years of industry experience. Leo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 97 clients with $17M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$17.0M
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Location
59 Samoset St, Plymouth, MA, 02360
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Regulatory History (1)
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Regulatory
February 2015Final
Other Business Activities
Leo provides investment advisory services through Financial Focus Asset Management-RIA and tax, business, and accounting advice through Financial Focus Advisory Services. These activities take about a quarter of Leo's time.
Employment History
Current Registrations
Financial Focus Asset Management,inc.
February 2015 - Present · 11 yrs 3 mos
Previous Registrations
Horwitz & Associates, INC.Broker
November 2003 - May 2004 · 6 mos
Financial Focus Asset Management,inc.
October 2002 - December 2014 · 12 yrs 2 mos
Assist Investment Management Company, INC.Broker
February 2001 - September 2002 · 1 yr 7 mos
Summit Trading, INC.Broker
July 2000 - February 2001 · 7 mos
Dorfman Securities, INC.Broker
January 2000 - June 2000 · 5 mos
State Registrations1 state
MA
Advisor
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.