Leslie Anne Sawyer
Investment adviser representative at Whalerock Point Partners, LLC
11 yearsExperience
1 stateRegistered in
$1BFirm assets
20 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Avvio RistoranteNov 2019 to now
- Whalerock Point Partners, LLCMar 2019 to now
- East Island Reserve HotelJan 2018 to Mar 2019
- The Smokehouse CafeMay 2017 to Oct 2019
- Newport VineyardsNov 2016 to Jan 2018
- The Mooring RestaurantApr 2015 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (RI).
Whalerock Point Partners, LLC
$1BAssets managed
136Clients
4Advisers
20 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
- 7207697
- Firm CRD
- 140781