Matthew Leonard is a registered investment advisor, based in Concord, NC, with 5 years of industry experience.
Location
77 McCachern Blvd., Ste. 2, Concord, NC, 28025
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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 →Employment History
Current Registrations
Cambridge Investment Research, INC.
September 2025 - Present · 8 mos
Cambridge Investment Research, INC.Broker
September 2025 - Present · 8 mos
Cambridge Investment Research Advisors, INC.
June 2025 - Present · 11 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
October 2018 - June 2023 · 4 yrs 8 mos
State Registrations4 states
COMENCVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.