AdFi
MG

Michael G Leonardo

Investment Adviser Representative at AXIS WEALTH PARTNERS, LLC

East Providence, RICRD #3236871Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
2 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
FloridaRhode Island
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/23/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 8/23/1999
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/28/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Asset tierAnnual rate
First $500,0001.50%
Second $500,0001.25%
Above $1,000,0001.00%
Above $5,000,0000.75%
Source

AXIS Wealth Partners, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

AXIS WEALTH PARTNERS, LLCCurrent
11/20/2020East Providence, RI
AMERIPRISE FINANCIAL SERVICES, LLC.
1/7/200012/2/2020Warwick, RI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at AXIS WEALTH PARTNERS, LLC

6 other advisors in the directory

View AXIS WEALTH PARTNERS, LLC firm profile
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. Michael G Leonardo 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.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched