Leonard Marte
Professional summary
Leonard Marte, CFP®, who also goes by Leo Marte, Leonard Marte Falcon, is a registered financial advisor currently at ABUNDANT ADVISORS, LLC located in Huntersville, North Carolina.
Leonard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Leonard has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Core Areas of Focus
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Leonard Marte's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
November 4, 2020 - Present
ABUNDANT ADVISORS, LLC
January 2, 2019 - October 22, 2020
VANGUARD ADVISERS, INC.
March 15, 2017 - October 22, 2020
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/4/2020)
(1/10/2022)
Exams
Current Firm
ABUNDANT ADVISORS, LLC
CRD#: 310643 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 62 |
| AUM (Assets Under Management) | $ 26,943,909 |
Red Flags
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