Leonard Boniface, financial advisor Fort Wayne IN

Leonard Boniface

CRD Number: 4704177
Current Firm: Raymond James & Associates, Inc.

Leonard Boniface (CRD# 4704177) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Fort Wayne, IN and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates Morristown, NJ Mar 2019 - Current 5
Hilltop & Hamburg Associates, LLC Fort Wayne, IN May 2018 - Current 5
Hilltop & Hamburg Associates, LLC Kinnelon, NJ May 2018 - Current 5
Bank Of America, N.a. Wayne, NJ Jul 2011 - Mar 2019 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne, NJ Jul 2003 - Mar 2019 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Leonard J. Boniface
Phone Number: 727-567-1000
Registered State(s):
  • IN
  • NJ
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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