AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
LD

Leonard J. Donatelli

Some features on this profile are disabled
CRD#: 1148414
LD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Leonard Joseph Donatelli, who also goes by Lenny Donatelli, was a registered financial professional .

Leonard is a previously registered financial professional and started their career in finance in 1983. Leonard had worked at 9 firms and has passed the Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lenny Donatelli

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 26, 2002 - November 15, 2002

EMPIRE FINANCIAL GROUP, INC.

BD
CRD#: 28759
LONGWOOD, FL
Past

February 13, 1997 - August 13, 2001

CENTENNIAL CAPITAL MANAGEMENT, INC.

BD
CRD#: 38988
ATLANTA, GA
Past

December 19, 1996 - February 20, 1997

IFG NETWORK SECURITIES, INC.

BD
CRD#: 19948
ATLANTA, GA
Past

November 7, 1989 - December 11, 1996

BUCKHEAD FINANCIAL CORPORATION

BD
CRD#: 18398
Past

July 14, 1986 - October 26, 1989

BERACHAH SECURITIES CORPORATION

BD
CRD#: 16228
Past

June 10, 1985 - October 3, 1985

FIRST HERITAGE CORPORATION

BD
CRD#: 330
Past

October 15, 1984 - June 10, 1985

FIRST FLORIDA SECURITIES, INC.

BD
CRD#: 3892
Past

April 18, 1984 - May 23, 1986

FIRST PARK EQUITIES, INC.

BD
CRD#: 5269
Past

September 26, 1983 - January 3, 1985

PRUCO SECURITIES, LLC.

BD
CRD#: 5685

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/15/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


EF
EMPIRE FINANCIAL GROUP, INC.
EMPIRE FINANCIAL GROUP, INC.

CRD#: 28759 / SEC#: , 8-43949

BD
Terminated by SEC on 05/23/2009
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 09/01/1990
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
JESUP AND LAMONT, INCHOLDING COMPANY
UCHENIK, VLADFINOP, COO, CFO4071805

Disclosures


Regulatory Event10
Arbitration7

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EMPIRE FINANCIAL GROUP, INC.

CRD#: 28759

TRUST BUT VERIFY

Monitor Leonard Donatelli

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics