Leah Warren
Investment adviser representative at Single Point Partners
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$641.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Single Point PartnersApr 2022 to now
- Unemployed - HomemakingJul 2021 to Apr 2022
- Ballentine Partners LLCMar 2016 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (CT, MA).
Single Point Partners
Legal name: Single Point Partners, LLC
$641.3MAssets managed
201Clients
11Advisers
8 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
- 6281797
- Firm CRD
- 163793