David Michael Leone
Investment adviser representative at Forefront
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$239.8MFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Calton & Associates, Inc.Sep 2024 to now
- ForefrontAug 2024 to now
- Halpern Financial, Inc.Oct 2022 to Aug 2024
- Pacific Life Insurance CompanyJul 2019 to Sep 2022
- Pacific Select Distributors, LLCJul 2019 to Sep 2022
- Sammons Financial NetworkMay 2018 to Jun 2019
- Sammons Retirement SolutionsMay 2018 to Jun 2019
- Jackson National Life Distributors LLCApr 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NJ, VA).
Forefront
Legal name: Forefront Wealth Partners, LLC
$239.8MAssets managed
572Clients
27Advisers
2 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
- 5737854
- Firm CRD
- 308521