Comberiate, Leonard B.

Public-record details

Address

1010 Eagle Bay Drive, Ossining, NY 10562

Phone

(914) 456-1815

Listed under

Financial planning, Hourly fees

CRD number

300075

Registration

State registered: NY

Compensation (Form ADV 5.E)

Hourly charges

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Educational seminars/workshops

Clients reported (Form ADV 5.D)

3

Individual / high-net-worth clients

2 / 1

Employees

1

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2019-02-25

State registered (NY) investment adviser, CRD 300075, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 300075 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.