Advisor at Leonard Advisory Group LLC
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Firm
Leonard Advisory Group LLC
Location
Pittsburgh, PA 15237
Credentials
CFP®, Series 63, Series 65
Industry experience
18 years
Peter Belcastro is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Leonard Advisory Group LLC in Pittsburgh, PA. He previously worked at Bill Few Associates, Inc. and Bill Few Securities, Inc. from 2015 to 2023. Leonard Advisory Group LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients, and business entities. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, managing approximately $69.5 million in client assets with a three-advisor team.
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
2023 - Present (3 years)
Leonard Advisory Group
2023 - Present (3 years)
Bill Few Associates, Inc.
2015 - 2023 (8 years)
Bill Few Securities, Inc.
2015 - 2021 (6 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
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Series 63, Series 65
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Series 65
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Series 66
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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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