Howard J. Leonard

STEWARDSHIP PARTNERS INVESTMENT COUNSEL

Chester Springs, PA

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CRD#: 852575

Professional summary

Howard Joseph Leonard, who also goes by Rusty Leonard, is a registered financial advisor currently at STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC. located in Chester Springs, Pennsylvania.

Howard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. Howard has worked at 3 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rusty Leonard

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.

NAME OF BUSINESS: THE BIBLICALLY RESPONSIBLE INVESTING INSTITUTE, INC. (BRII) ADDRESS: PO BOX 157, MATTHEWS, NC 28106 NATURE OF BUSINESS: IT IS INVESTMENT RELATED AS WE PERFORM RESEARCH ON CORPORATE BEHAVIOR FOR INVESTORS. BRII PERFORMS RESEARCH INTO THE CORPORATE ACTIVITIES OF OVER 3,000 COMPANIES SO THAT OUR CLIENTS CAN DETERMINE IF THESE ACTIVITIES ARE AT ODDS WITH THEIR BIBLICAL WORLDVIEW AND ELIMINATE SUCH INVESTMENTS FROM THEIR PORTFOLIOS. POSITION/TITLE: CO-OWNER ALONG WITH WIFE CAROLYNN AND OLIVIA HANN START DATE OF RELATIONSHIP: 12/2003 # OF HRS DEVOTED TO BUSINESS: 0-5 HRS PER WEEK # OF HRS DEVOTED TO THE BUSINESS DURING SECURITIES TRADING HOURS: 0-5 HRS PER WEEK DUTIES RELATING TO THE BUSINESS: RESPONSIBLE FOR OVERSIGHT OF BUSINESS OPERATIONS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Howard Joseph Leonard'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®

None

Experience

Current

February 18, 2004 - Present

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.

RIA

CRD#: 115340

Chester Springs, PA

Past

December 31, 2001 - February 10, 2004

AMERICAN VALUES INVESTMENTS, INC.

RIA

CRD#: 117116

JOHNSON CITY, TN

Past

May 30, 1978 - April 4, 1989

HARLEYSVILLE SECURITIES CORPORATION

CRD#: 2136

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".

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC. | STEWARDSHIP PARTNERS INVESTMENT COUNSEL, LLC

CRD#: 115340 / SEC#: 801-62738

RIA

Registered Investment Advisory firm - (2/10/2004 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

Pennsylvania
(6/22/2006)

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 65

Date: 6/4/2004

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 5/20/1978

General Securities Representative Examination

Current Firm

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC. | STEWARDSHIP PARTNERS INVESTMENT COUNSEL, LLC

CRD#: 115340 / SEC#: 801-62738

RIA

Registered Investment Advisory firm - (2/10/2004 Approved)

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Contact information

Main Address

Olmstead, KY

Mailing Address

Po Box 157, Matthews, NC 28106

Phone number

+1 (800) 930-6949

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC. ADV PART 2A (7/14/2025)

Regulatory assets under management

Total Number of Accounts	330
AUM (Assets Under Management)	$ 62,048,714

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.

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Howard J. Leonard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Howard Joseph Leonard's CRS (Customer Relationship Summary).

Certified licenses

Experience

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.

AMERICAN VALUES INVESTMENTS, INC.

HARLEYSVILLE SECURITIES CORPORATION

Primary Firm SEC Registration

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/4/2004

Series 7

Date: 5/20/1978

Current Firm

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.

TRUST BUT VERIFY

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