Advisor at Maidstone Wealth Management, 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
Maidstone Wealth Management, LLC
Location
Cambridge, NY 12816
Credentials
Series 65
Industry experience
4 years
$250,000 - $500,000: 1.0% $500,000 - $2,000,000: 1.0% Equities / 0.50% Fixed Income & Cash $2,000,000 - Negotiable: Negotiable
Generally $150 per hour for financial planning and consulting services
Account minimum: $250,000 Fee-only: Investment management fees based on asset tiers as above; financial planning charged hourly or integrated with AUM fees
Maidstone Wealth Management, LLC
2018 - Present (8 years)
Maidstone Wealth Management LLC
2017 - Present (9 years)
Weatherhelm Capital Management LLC
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
CFP®, Series 66
Greenwich, NY
Edward Jones
Series 66
Bennington, VT
Edward Jones
CFP®, Series 63, Series 65
Stillwater, NY
Fidelity
Jake Austro is a Financial Consultant at Fidelity Investments, where he partners with clients to develop comprehensive financial plans tailored to their goals and needs. He has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Investment Consultant before assuming his current position in 2025. Prior to joining Fidelity, Jake worked as a Relationship Banker at Bank of America from 2022 to 2023. His professional experience focuses on financial planning and investment consulting, helping clients make informed decisions regarding their family's wealth. Outside of his professional work, Jake enjoys fishing, fitness, golf, spending time at the lake, and outdoor adventures.
Series 65, Series 66
Bennington, VT
Fidelity
Erin Leonard currently serves as Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2013. She has been active in the financial services industry since 2007, with prior roles as a Financial Advisor at UBS Financial Services, Inc, Raymond James & Associates, Inc, Purshe Kaplan Sterling, and LPL Financial. Her professional focus is on partnering with individuals and families to develop, implement, and maintain financial plans centered around saving, spending, and protecting assets. She aims to help clients position themselves to achieve their financial goals. No information regarding education, credentials, personal interests, or community involvement was provided.
Series 63, Series 65
Cambridge, NY
Cambridge Wealth Management, LLC
CFP®, Series 63, Series 65
Greenwich, NY
Bill Losey Retirement Solutions, LLC
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