LO
Leon Okurowski
PEAR TREE ADVISORS
LINCOLN, MA 01773
Some features on this profile are disabled
CRD#: 351799
LO
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 7TO, SIE, Series 3, Series 1, Series 24 and Series 00 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Leon P Okurowski | Leon Peter Okurowski | Leon Okurowski
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Leon Okurowski's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 24, 2002 - Present
PEAR TREE ADVISORS, INC.
Office #1: Lincoln North 55 Old Bedford Road, Lincoln, MA 01773RIA
CRD#: 104576
LINCOLN, MA
Current
June 20, 1985 - Present
U. S. BOSTON CAPITAL CORPORATION
Office #1: 55 Old Bedford Rd, Lincoln, MA 01773Office #2: Lincoln North, Lincoln, MA 01773RIA
BD
CRD#: 5251
Lincoln, MA
Past
January 1, 2000 - January 2, 2003
U. S. BOSTON CAPITAL CORPORATION
RIA
CRD#: 5251
LINCOLN, MA
Past
April 1, 1971 - May 6, 1985
U. S. BOSTON CAPITAL CORPORATION
BD
CRD#: 5251
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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
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
Iowa(11/15/2018)
RR
Maine(11/15/2017)
RR
Maryland(12/16/2015)
RR
Massachusetts(6/20/1985)
IAR
Massachusetts(3/24/2002)
RR
New Hampshire(6/20/1985)
RR
New Jersey(8/8/1985)
RR
New York(1/4/1991)
RR
North Carolina(12/4/2014)
RR
Oregon(12/3/2014)
RR
Pennsylvania(12/4/2014)
RR
Rhode Island(9/8/2017)
RR
Texas(6/12/1998)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 3/23/1971
Registered Representative ExaminationPrincipal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 00
Date: 3/7/1972
General Securities Principal ExaminationSRO Registrations
RR
FINRA
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 - (6/13/1983 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
55 Old Bedford Road Suite 202, Lincoln, MA 01773-1124
Mailing Address
Phone number
(781) 259-1144
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 3,089,429,330 |
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
PEAR TREE ADVISORS, INC.
CRD#: 104576Lincoln, MA 01773TRUST BUT VERIFY
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