Director · Stewardship Partners Investment Counsel, Inc.
Carol Leonard
CRD 4672991 · Named on Form ADV at one SEC-registered adviser
At a glance
Stewardship Partners Investment Counsel, Inc., an SEC-registered wealth manager with $73 million in regulatory assets, lists Carol Leonard on its Form ADV as Director, a control person.
Firms and roles
- Stewardship Partners Investment Counsel, Inc.DirectorWealth manager · United States · $73M in regulatory assets
AtlasMembers
Carol’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (9)
- Howard J. LeonardPresident, Director, Stewardship Partners Investment Counsel, Inc.
- Mark A. LongShareholder, Stewardship Partners Investment Counsel, Inc.
- Timothy P. BurnsShareholder, Stewardship Partners Investment Counsel, Inc.
- Simon Y. LooShareholder, Stewardship Partners Investment Counsel, Inc.
- Stephen M. duBarryCEO, CCO, Director, Stewardship Partners Investment Counsel, Inc.
4 more people named with Carol on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carol’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.