Advisor at MDS Wealth Advisors, 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
MDS Wealth Advisors, LLC
Location
Williamstown, MA
Credentials
Series 65
Industry experience
20 years
$0 - $150,000: 1.75% $150,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $750,000: 1.12% $750,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001+: 0.75%
Account minimum: $100,000 Minimum fee: $2,000 minimum annual fee Fee-only: Asset-based fees with tiered schedule, no commissions
MDS Wealth Advisors, LLC
2014 - Present (12 years)
Mutual Fund Investor Guide, LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Bennington, VT
Edward Jones
Series 66
Adams, MA
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 66
Bennington, VT
Bennington Financial Planning Group
CFP®, Series 63
Bennington, VT
Bennington Financial Planning Group
Series 65
Williamstown, MA
MDS Wealth Advisors, LLC
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