Edward Leon is a registered investment advisor, based in Carmel, NY, with 4 years of industry experience.
Location
17 Fair St, Ste 1, Carmel, NY, 10512
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Regulatory History
Clean regulatory record
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
Edward is an agent team member at John Grana's Insurance Agency, an insurance agency affiliated with State Farm. This investment-related activity takes about half of his time.
Employment History
Current Registrations
State Farm Vp Management CORP.Broker
January 2025 - Present · 1 yr 4 mos
State Farm Investment Management CORP.
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Allstate Financial Services, LLCBroker
August 2019 - May 2023 · 3 yrs 9 mos
State Registrations1 state
NY
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.