Investment adviser representative · Keystone Wealth Advisors, LLC
Leonard G. Simon
CRD 424563 · Reno, NV
At a glance
Leonard G. Simon is an investment adviser representative with Keystone Wealth Advisors, LLC in Reno, NV, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Leonard’s SEC record dates to 1997, about 28 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Keystone Wealth Advisors, LLCSince January 2026Reno, NV · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1997 (28 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- –
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Leonard’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.