Leslie Ann Stovall
Investment adviser representative at Martha's Vineyard Investment Advisors, LLC
10 yearsExperience
1 stateRegistered in
$342.9MFirm assets
8 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 assetsHourlyFixed 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.
- LPL Financial LLCNov 2023 to now
- Martha's Vineyard Investment Advisors, LLCMar 2022 to now
- Edgartown Yacht ClubJun 2017 to Mar 2022
- Twenty By NineJun 2017 to Oct 2017
- Magpie Meat & ThreeApr 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
Martha's Vineyard Investment Advisors, LLC
$342.9MAssets managed
371Clients
6Advisers
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
- 7601472
- Firm CRD
- 291599