Leo Clark Pandolfi
Investment adviser representative at Cerity Partners LLC
11 yearsExperience
1 stateRegistered in
$161.7BFirm assets
16 yearsFirm in business
Are you Leo Clark Pandolfi? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
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
11 years in the industry.
- Cerity Partners LLCJan 2025 to now
- Self-employedJun 2024 to Dec 2024
- Fulbright AssociationSep 2023 to Jun 2024
- The 'quin HouseJun 2023 to Sep 2023
- Self-employedMay 2023 to Sep 2023
- Boston CollegeSep 2019 to May 2023
- Hart's RestaurantJun 2019 to Sep 2019
- ST. Paul's SchoolSep 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
Cerity Partners LLC
$161.7BAssets managed
26,230Clients
678Advisers
16 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
- 8166762
- Firm CRD
- 151559