Leonard Gilroy-Solano
Leonard Gilroy-Solano is a registered investment advisor at The Patriot Financial Group, LLC, based in Walpole, MA, with 21 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,136 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Patriot Financial Group's investment advisory fees range up to 2.50% annually, depending on the complexity of services, the amount of assets managed, and the overall relationship. Fees are calculated based on month/quarter-end security valuations and billed monthly or quarterly. The Patriot Financial Group includes normal securities transaction fees as part of its overall investment advisory fee through The Patriot Financial Group Wrap Fee Program. Fees may be negotiable.
Location
55 West Street, Suite 201, Walpole, MA, 02081
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
December 2025Customer Dispute
September 2025Customer Dispute
December 2005Other Business ActivitiesSells Insurance
Leonard is a financial advisor and portfolio manager at The Patriot Financial Group, LLC, dedicating about half his time since 2021. He also owns Sterling Endeavor Wealth Management and works as an insurance agent selling term life insurance with various companies since 2023.
Employment History
Current Registrations
The Patriot Financial Group, LLC
Previous Registrations
Cetera Financial Specialists LLCBroker
Securities America, INC.Broker
Securities America Advisors, INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Financial Network Investment CorporationBroker
Waddell & Reed, INC.Broker
State Registrations2 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.