Gary A. Leonard
Professional summary
Gary Allan Leonard JR., who also goes by Gary Allen Leonard, is a registered financial advisor currently at LEONARD JR., GARY A. located in San Francisco, California and MONTROSE SECURITIES INTERNATIONAL located in Sausalito, California.
Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Gary has worked at 5 firms and has passed the Series 65, Series 63, Series 57TO, Series 99TO, SIE, Series 55, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gary Allan Leonard JR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
October 10, 2012 - Present
LEONARD JR., GARY A.
December 12, 2011 - Present
MONTROSE SECURITIES INTERNATIONAL
Office #1: 1 Harbor Drive, Suite 300, Sausalito, CA 94965November 28, 2006 - December 5, 2011
ROBERTS & RYAN, INC.
February 15, 2006 - October 13, 2006
CION SECURITIES, LLC
October 23, 2003 - February 18, 2004
REDWOOD TRADING, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/9/2012)
(10/10/2012)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 55
Date: 12/9/2008
Limited Representative-Equity Trader ExamFINRA
Current Firm
LEONARD JR., GARY A.
CRD#: 162016 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 800,000 |
Red Flags
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