Anthony Lyn Leonti
Investment adviser representative at Corvus Wealth Advisors LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm 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
- Pension consulting
Experience
10 years in the industry.
- Corvus Wealth Advisors, LLCMay 2024 to now
- UBS Financial Services Inc.Jan 2020 to May 2024
- UBSDec 2018 to Dec 2019
- Georgia State UniversityAug 2018 to Dec 2019
- Hume LakeJun 2018 to Aug 2018
- Azusa Pacific UniversityNov 2017 to Jun 2018
- Azusa Pacific UniiversityAug 2017 to Jun 2018
- Tokyo DoriApr 2017 to Jun 2017
- Lincoln Hills Golf ClubMar 2017 to Aug 2017
- PetsmartJan 2017 to Sep 2017
- Sierra CollegeAug 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Corvus Wealth Advisors LLC
$1.1BAssets managed
518Clients
9Advisers
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
- 7051262
- Firm CRD
- 311261