Advisor at Leonard Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Leonard Advisory Group LLC
Location
Pittsburgh, PA 15237
Credentials
Series 63
Industry experience
37 years
Angela Ferrante is a financial advisor at Leonard Advisory Group LLC with 37 years of industry experience. She holds the Series 63 designation and has worked at Leonard Advisory Group and Center Street Advisors, among other firms. Outside of her advisory role, she is president of Laurel Highlands Risk Management and owns a family farm, A.M. Cattle Company. Leonard Advisory Group LLC provides portfolio management and financial planning services to individuals and business entities, including high-net-worth clients. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, offering discretionary portfolio management and referrals to third-party money managers.
Based on Leonard Advisory Group LLC
Financial planning fixed fees between $500 and $10,000
$0 - $500,000: 1.10% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.10% $2,000,000+: 1.10%
Insurance sales commissions (not primary compensation)
Financial planning hourly fees between $200 and $500
Fee-only: Financial Planning: fixed fees $500 to $10,000; hourly fees $200 to $500 per hour
8150 Perry Highway, Suite 315
Pittsburgh, PA 15237
Pennsylvania
Leonard Advisory Group LLC
2022 - Present (4 years)
Leonard Advisory Group, LLC
2015 - Present (11 years)
Center Street Advisors, Inc.
2015 - 2022 (7 years)
Laurel Highlands Risk Management
2011 - Present (15 years)
Center Street Securities
2011 - 2022 (11 years)
A.M. Cattle Company
1995 - Present (31 years)
SELF-EMPLOYED
1987 - Present (39 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Pittsburgh, PA
A. Neff Associates LLC
Series 63, Series 65
Wexford, PA
Expert Financial Services, LLC
Series 65
Baden, PA
War Streets Capital, LLC
Series 66
Pittsburgh, PA
ClearPeak Capital Management
CFP®, Series 63, Series 65
Wexford, PA
Drazga Wealth Advisors, LLC
CFA®, Series 63
Pittsurgh, PA
Emmanuel Capital Management, LLC
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