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Leslie Ann Stovall

Investment Adviser Representative at Martha's Vineyard Investment Advisors, LLC

West Tisbury, MACRD #7601472Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Leslie Ann Stovall is an investment adviser representative with Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA, where they have been registered since 2024, the year they entered the securities industry. 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 Massachusetts.

Office

496 State Rd
West Tisbury, MA 02575

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts
Broker:
19 states and territories

California, Connecticut, Florida, Hawaii, Illinois, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virginia, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/20/2024
Series 7
General Securities Representative Examination
Passed 1/19/2024
SIE
Securities Industry Essentials Examination
Passed 9/1/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Martha's Vineyard Investment Advisors, LLCCurrent
4/2/2024 – West Tisbury, MA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Martha's Vineyard Investment Advisors
    Mar 2022 – no end date reportedWest Tisbury, MA
  2. Edgartown Yacht Club
    Aug 2018 – Mar 2022Edgartown, MA
  3. Edgartown Yacht Club
    Jun 2017 – Aug 2018Edgartown, MA
  4. Twenty by Nine
    Jun 2017 – Oct 2017Oak Bluffs, MA
  5. Magpie Meat & Three
    Apr 2016 – May 2017Brevard, NC
  6. LPL Financial LLC
    Nov 2023 – no end date reportedWest Tisbury, MA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Martha's Vineyard Investment 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

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

Wealth management, personalized financial planning, and investment strategy integrating existing holdings based on client goals and risk tolerance.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers
Firm areas of expertise
Wealth ManagementFinancial PlanningInvestment StrategyTrust Services

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
2
Main office:
West Tisbury, MA
SEC file number:
801-112370

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 4, 2026

View full firm profile

Other advisors at Martha's Vineyard Investment Advisors, LLC

5 other advisors in the directory

View Martha's Vineyard Investment Advisors, LLC firm profile

Similar advisors in West Tisbury, MA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Leslie Ann Stovall 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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