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

Leonard V. Lombardo

Some features on this profile are disabled
CRD#: 2401363
LL

Professional summary


Leonard Vincent Lombardo was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Leonard is a previously registered financial professional and started their career in finance in 1994. Prior to being barred, Leonard had worked at 4 firms, which includes WILLIAM SCOTT & CO. L.L.C., A.S. GOLDMEN & CO. INC., J.W. BARCLAY & CO. INC., STRATTON OAKMONT INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lenny Lombardo

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

March 18, 1996 - April 15, 1997

WILLIAM SCOTT & CO. L.L.C.

BD
CRD#: 14979
UNION, NJ
Past

May 16, 1995 - January 4, 1996

A.S. GOLDMEN & CO., INC.

BD
CRD#: 23180
RED BANK, NJ
Past

March 23, 1995 - April 4, 1995

J.W. BARCLAY & CO., INC.

BD
CRD#: 23350
WOODBRIDGE, NJ
Past

July 27, 1994 - October 13, 1994

STRATTON OAKMONT INC.

BD
CRD#: 18692
LAKE SUCCESS, NY
Past

April 27, 1994 - June 25, 1994

STRATTON OAKMONT INC.

BD
CRD#: 18692
LAKE SUCCESS, NY

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: 4/13/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


WS
WILLIAM SCOTT & CO. L.L.C.
RUMSON FINANCIAL SERVICES | WILLIAM SCOTT & CO. L.L.C. | WILLIAM SCOTT & CO. L.L.C | RUMSON SECURITIES

CRD#: 14979 / SEC#: , 8-32265

BD
Terminated by SEC on 11/29/2005
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
New Jersey since 02/02/1995
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WILLIAM SCOTT HOLDINGS, LLCOWNER
BOWLEY, STEVEN ALBERTPRESIDENT, CHIEF COMPLIANCE OFFICER, CROP, SROP, BRANCH MANAGER2893106
GLODEK, JOSEPH SCOTTMEMBER OF THE BOARD2024287
GLODEK, JOSEPH WILLIAMMEMBER OF THE BOARD223163
GLODEK, WALTER EDWARDCHIEF FINANCIAL OFFICER4256533

Disclosures


Regulatory Event4
Arbitration3

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


WILLIAM SCOTT & CO. L.L.C.

CRD#: 14979

TRUST BUT VERIFY

Monitor Leonard Lombardo

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