Leo Anthony Lavezza
Investment adviser representative at Financial Consulate
13 yearsExperience
3 statesRegistered 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
- Seminars and workshops
Experience
13 years in the industry.
- Financial ConsulateJun 2023 to now
- The Financial Consulate, Inc.Jun 2021 to now
- First Financial Federal Credit UnionJan 2018 to Jun 2021
- Towson UniversityAug 2017 to Jun 2021
- Its All Fun and Games Summer Day CampJun 2015 to Aug 2017
- Joseph F. Lavezza and SonsApr 2013 to Dec 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (MD, PA, TX).
Financial Consulate
Legal name: The Financial Consulate, Inc
$1.1BAssets managed
849Clients
13Advisers
43 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
- 7748245
- Firm CRD
- 106898