Comberiate, Leonard B.
Firm details
- Headquarters
- Ossining, New York
- CRD number
- 300075
- Fee structure
- Hourly Charges
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Comberiate, Leonard B. operates as a sole proprietorship and is classified as an independent registered investment advisor (RIA). The firm primarily serves individual and family clients, providing a range of advisory services including financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm does not engage in capital allocation and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Leonard Comberiate
Sole ProprietorCRD 7055791
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Ossining, NY
Westchester
Location
Ossining, NY
Headquartered in Ossining, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Westchester
- Address
- 1010 Eagle Bay Dr
- Time zone
- ET (UTC-5)
- Office locations
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