Erin Leonard
Advisor at Fidelity
Updated today
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
Fidelity
Location
Albany, NY 12205-2612
Credentials
Series 65, Series 66
Industry experience
20 years
About
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.
Expertise
Cash flow / budgeting
Debt management
General retirement planning
Wealth management
Life insurance needs analysis
Work history
Fidelity Investments
2025 - Present (1 year)
FIDELITY Brokerage Services LLC
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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