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Leon Okurowski

PEAR TREE ADVISORS
LINCOLN, MA
·CRD# 351799·55 years experience

Professional Summary

Leon Okurowski, who also goes by Leon P Okurowski, Leon Peter Okurowski, Leon Okurowski, is a registered financial advisor currently at PEAR TREE ADVISORS, INC. located in Lincoln, Massachusetts and U. S. BOSTON CAPITAL CORPORATION located in Lincoln, Massachusetts. Leon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1971. Leon has worked at 2 firms and has passed the Series 65, Series 63, Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Leon P Okurowski, Leon Peter Okurowski, Leon Okurowski

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

55 years in the financial services industry

Current & Past Employments

Current

PEAR TREE ADVISORS, INC.Current·CRD# 104576
RIA
Lincoln North, Lincoln, MA 01773
March 24, 2002 - Present
U. S. BOSTON CAPITAL CORPORATIONCurrent·CRD# 5251
RIA
BD
1. 55 Old Bedford Rd, Lincoln, MA 017732. Lincoln North, Lincoln, MA 01773
June 20, 1985 - Present

Past

U. S. BOSTON CAPITAL CORPORATIONPast·CRD# 5251
RIA
Lincoln, MA
January 1, 2000 - January 2, 2003
U. S. BOSTON CAPITAL CORPORATIONPast·CRD# 5251
BD
April 1, 1971 - May 6, 1985

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Current Firm

PT
PEAR TREE ADVISORS, INC.

PEAR TREE ADVISORS, INC. | QUANTITATIVE INVESTMENT ADVISORS, INC. | QUANTITATIVE ADVISORS INC | QUANTITATIVE ADVISORS

CRD#: 104576 / SEC#: 801-19222
RIA
Registered Investment Advisory firm - SEC (6/13/1983 Approved)

Contact Information

Main Address

55 Old Bedford Road Suite 202, Lincoln, MA 01773-1124

Phone Number

(781) 259-1144

# of Employees

12

SEC notice filing (1 States and Territories)

Registered to provide investment advisory services in 1 US states and territories.

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

1

AUM (Assets Under Management)

$2,584,388,474

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

MR. OKUROWSKI IS VICE PRESIDENT AND TREASURER, PEAR TREE FUNDS - MUTUAL FUND COMPLEX - INVESTMENT RELATED, LOCATED AT 55 OLD BEDFORD ROAD, SUITE 202, LINCOLN, MA 01773. DIRECTOR AND VICE PRESIDENT OF PEAR TREE ADVISORS, INC. - INVESTMENT ADVISOR - INVESTMENT RELATED, LOCATED AT 55 OLD BEDFORD ROAD, SUITE 202, LINCOLN, MA 01773.MR. OKUROWSKI IS A LIMITED PARTNER OF PEAR TREE PARTNERS, LP, LOCATED AT 55 OLD BEDFORD ROAD, SUITE 202, LINCOLN, MA 01773. LIMITED PARTNER PEAR TREE PARTNERS LP WAS FORMED ON NOVEMBER 21, 2000 AND IS LOCATED AT 55 OLD BEDFORD ROAD, SUITE 202, LINCOLN, MA. IT ACTS AS THE MANAGING MEMBER OF LIMITED LIABILITY COMPANIES FORMED TO HOLD INVESTMENTS IN SMALL PRIVATE COMPANIES. THE HOURS SPENT ON THIS OTHER BUSINESS VARIES. MR. OKUROWSKI IS DIRECTOR. PRESIDENT AND TREASURER OF U.S. BOSTON ASSET MANAGEMENT CORPORATION - REAL ESTATE MANAGEMENT SERVICES, LOCATED AT 55 OLD BEDFORD ROAD, SUITE 202, LINCOLN, MA 01773. IT WAS FORMED ON FEBRUARY 6, 1985. ON MAY 24, 1999 MR. OKUROWSKI BECAME A MEMBER AND MANAGER OF USB EVEREST MANAGEMENT, LLC, A REAL ESTATE MANAGEMENT COMPANY, LOCATED AT 55 OLD BEDFORD ROAD, LINCOLN, MA 01773. IT WAS FORMED ON MAY 21, 1999. MR. OKUROWSKI HAS NO DAY TO DAY DUTIES. ON MARCH 17, 2014 MR. OKUROWSKI BECAME A MEMBER OF THE BOARD OF DIRECTORS OF WOUNDCHEK LABORATORIES, A NON-INVESTMENT RELATED COMPANY LOCATED AT 400 CROWN COLONY DRIVE, SUITE 302, QUINCY, MA 02169. WOUNDCHEK LABORATORIES DEVELOPS WOUND DIAGNOSTIC PRODUCTS. LESS THAN TWO HOURS A MONTH ARE SPENT ON THIS OTHER BUSINESS, SOMETIMES DURING SECURITIES TRADING HOURS, AS MR. OKUROWSKI HAS NO DAY TO DAY DUTIES. ON MAY 1, 2019 MR. OKUROWSKI BECAME A MANAGING MEMBER OF RAILRUNNER ROLLING STOCK LLC. A NON-INVESTMENT RELATED COMPANY. RAILWAY EQUIPMENT PARTS COMPANY. LOCATED AT 55 OLD BEDFORD ROAD, SUITE 106, LINCOLN, MA 01773. MR. OKUROWSKI SPENDS 2 HOURS PER MONTH OUTSIDE OF TRADING HOURS.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PT
PEAR TREE ADVISORS, INC.

PEAR TREE ADVISORS, INC. | QUANTITATIVE INVESTMENT ADVISORS, INC. | QUANTITATIVE ADVISORS INC | QUANTITATIVE ADVISORS

CRD#: 104576 / SEC#: 801-19222
RIA
Registered Investment Advisory firm - SEC (6/13/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(5/10/2022)
RR
California
(6/18/1985)
RR
Connecticut
(6/21/1985)
RR
Florida
(2/28/1995)
RR
Hawaii
(6/2/2016)
RR
Maine
(11/15/2017)
RR
Massachusetts
(6/20/1985)
IAR
Massachusetts
(3/24/2002)
RR
New Hampshire
(6/20/1985)
RR
New York
(1/4/1991)
RR
North Carolina
(12/4/2014)
RR
Oregon
(12/3/2014)
RR
Rhode Island
(9/8/2017)
RR
Texas
(6/12/1998)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1980About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Aug 1984About the Series 3 exam

Series 1 — Registered Representative Examination

Passed Mar 1971

Series 24 — General Securities Principal Examination

Passed Jan 2023About the Series 24 exam

Series 00 — General Securities Principal Examination

Passed Mar 1972
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Leon Okurowski's CRS (Customer Relationship Summary).

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