Michael G Leonardo
Investment adviser representative at Axis Wealth Partners, LLC
21 yearsExperience
2 statesRegistered in
$377.4MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Axis Wealth Partners, LLCNov 2020 to now
- Ameriprise Financial Services, Inc.Sep 2005 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (FL, RI).
Axis Wealth Partners, LLC
$377.4MAssets managed
781Clients
7Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3236871
- Firm CRD
- 167122