Anthony Lyn Leonti
Investment Adviser Representative at Corvus Wealth Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Anthony Lyn Leonti is an investment adviser representative with Corvus Wealth Advisors LLC in Templeton, CA, where they have been registered since 2024. They have worked in the securities industry since 2020 and were previously registered with UBS Financial Services Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- UBS Financial Services Inc.Jan 2020 – May 2024Weehawken, NJ
- UBSDec 2018 – Dec 2019Atlanta, GA
- Georgia State UniversityAug 2018 – Dec 2019Atlanta, GA
- Azusa Pacific UniiversityAug 2017 – Jun 2018Azusa, CA
- Sierra CollegeAug 2016 – Jul 2017Rocklin, CA
- PetSmartJan 2017 – Sep 2017Rocklin, CA
- Lincoln Hills Golf ClubMar 2017 – Aug 2017Lincoln, CA
- Azusa Pacific UniversityNov 2017 – Jun 2018Azusa, CA
- Hume LakeJun 2018 – Aug 2018Hume Lake, CA
- Tokyo DoriApr 2017 – Jun 2017Rocklin, CA
- Sierra CollegeOct 2016 – Jun 2017Rocklin, CA
- Corvus Wealth Advisors, LLCMay 2024 – no end date reportedTempleton, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Corvus Wealth Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.008
- First $1,000,0000.80%
- $1,000,000.01 - $3,000,0000.50%
- $3,000,000.01 - $5,000,0000.40%
- Amounts over $5,000,0000.30%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personal wealth management (combining financial planning with investment management), standalone investment management, retirement plan sponsor services (including Investment Policy Statement refinement, fund lineup monitoring, and employee education), and institutional investment management for boards and investment committees. Financial planning encompasses estate planning, retirement planning, philanthropic planning, college planning, and insurance planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Templeton, CA
- SEC file number:
- 801-119912
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 24, 2026
View full firm profileOther advisors at Corvus Wealth Advisors LLC
8 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Anthony Lyn Leonti has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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