Peter Roy Belcastro
Investment adviser representative at Leonard Advisory Group LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$114.1MFirm assets
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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
Experience
11 years in the industry.
- Leonard Advisory Group LLCAug 2023 to now
- Bill Few Associates, Inc.Jan 2015 to Aug 2023
- Bill Few Securities, Inc.Jan 2015 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (PA).
Leonard Advisory Group LLC
$114.1MAssets managed
253Clients
3Advisers
Under 1 yearIn 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
- 5287964
- Firm CRD
- 321165