A complete list of active advisors currently associated with Leonard Jr., Gary A.

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The firm provides discretionary investment management and advisory services to individual clients, managing approximately $800,000 across about 20 accounts. It offers portfolios that include equities, fixed income and a range of securities, and may use options, hedging techniques and margin as part of its investment implementation. The adviser builds balanced portfolios tailored to each client’s risk tolerance and objectives, using fundamental, technical and cyclical analysis and daily market monitoring. Investment strategies disclosed include long- and short-term purchases, trading, short sales and options writing, with an emphasis on maintaining some cash to capture market opportunities. This firm is atypical for a small independent adviser because the adviser is also a registered representative of a broker‑dealer and reports spending roughly forty hours per week in that capacity, alongside an extensive institutional trading background and multiple securities licenses. The adviser also engages in personal securities transactions and has a documented Code of Ethics to address potential conflicts arising from personal trading and the broker‑dealer affiliation.

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