David Leone is a CFP-designated registered investment advisor at Calton & Associates, INC., based in Blackwood, NJ, with 11 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.60% |
Fees are up to 2.60% and may be negotiable depending on the client, representative, and program selected.
Fee Estimator
Location
Blackwood, NJ
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 Activities
David is the owner and sole proprietor of Leone & Company Wealth Management, a DBA for his wealth management business through Forefront Advisor Network. He also works as an IAR with Forefront Wealth Partners; both activities take nearly full-time hours.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Forefront
Previous Registrations
Halpern Financial, INC.
Pacific Select Distributors, LLCBroker
Sammons Financial Network, LLCBroker
Jackson National Life Distributors LLCBroker
State Registrations3 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.
Exams
More Advisors
- Philip Matalucci, CFPAmplius Wealth Advisors
- Vincent Ferrigno, CFPLPL Enterprise, LLC