Anthony L. Leonti

CORVUS WEALTH ADVISORS LLC

Templeton, CA 93465

Some features on this profile are disabled

CRD#: 7051262

Professional summary

Anthony Lyn Leonti, CFP® is a registered financial advisor currently at CORVUS WEALTH ADVISORS LLC located in Templeton, California.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Anthony has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Anthony Lyn Leonti's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

July 11, 2024 - Present

CORVUS WEALTH ADVISORS LLC

Office #1: 615 S. Main Street Suite A, Templeton, CA 93465

RIA

CRD#: 311261

Templeton, CA

Past

March 16, 2020 - April 23, 2024

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

ATLANTA, GA

Past

February 5, 2020 - April 23, 2024

UBS FINANCIAL SERVICES INC.

CRD#: 8174

ATLANTA, GA

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".

CORVUS WEALTH ADVISORS LLC

CORVUS WEALTH ADVISORS LLC | CORVUS WEALTH ADVISORS, LLC

CRD#: 311261 / SEC#: 801-119912

RIA

Registered Investment Advisory firm - (12/15/2020 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.

Highlighted states indicate IAR registrations

IAR

California
(7/11/2024)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/13/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/5/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/30/2019

Securities Industry Essentials Examination

Current Firm

CORVUS WEALTH ADVISORS LLC

CORVUS WEALTH ADVISORS LLC | CORVUS WEALTH ADVISORS, LLC

CRD#: 311261 / SEC#: 801-119912

RIA

Registered Investment Advisory firm - (12/15/2020 Approved)

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

615 S. Main Street Suite A, Templeton, CA 93465

Mailing Address

Phone number

(805) 434-2608

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CORVUS WEALTH ADVISORS, LLC - FORM ADV PART 2A (5/13/2025)

Regulatory assets under management

Total Number of Accounts	1,320
AUM (Assets Under Management)	$ 870,591,493

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.

Similar Advisors

Marc Lowe

IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY

IAR

WATERFORD, CT

Sarah Maitre

CAMRIEL ADVISORS

IAR

WEED, CA

Martin Wheeler

OSAIC WEALTH, INC.

IAR

Birmingham, AL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Anthony L. Leonti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Lyn Leonti's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORVUS WEALTH ADVISORS LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

CORVUS WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/13/2020

Series 7TO

Date: 2/5/2020

SIE

Date: 10/30/2019

Current Firm

CORVUS WEALTH ADVISORS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORVUS WEALTH ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors