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.
CFP®, Series 66
Greenwich, NY
Edward Jones
Series 66
Bennington, VT
Edward Jones
Series 65, Series 66
Albany, NY
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
Series 63, Series 66
Bennington, VT
Bennington Financial Planning Group
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