Leo Tropeano
Investment adviser representative at Tilson Financial Group Inc
38 yearsExperience
2 statesRegistered in
$750.6MFirm assets
21 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
38 years in the industry.
- American Portfolios Financial Services, Inc.Jun 2012 to now
- Tilson Financial Group, Inc.Nov 1999 to now
- Tropeano & Mcgrady PcFeb 1988 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 2 states (CT, NJ).
Tilson Financial Group Inc
$750.6MAssets managed
439Clients
8Advisers
21 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
- 4096062
- Firm CRD
- 110890