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Chief Risk and Operations Officer · Leonard Advisory Group LLC

Yana Leonard

CRD 6097699 · Named on Form ADV at one SEC-registered adviser

At a glance

Leonard Advisory Group LLC, an SEC-registered wealth manager based in Saint Joseph, MI with $114 million in regulatory assets, lists Yana Leonard on its Form ADV as Chief Risk and Operations Officer, a control person.

Firms and roles

AtlasMembers

Yana’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Joshua T. LeonardManaging Member & Chief Compliance Officer, Leonard Advisory Group LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Yana’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.