Graduate Leverage Investment Advisory Services, LLC (Waltham)

Graduate Leverage Investment Advisory Services, LLC is a multi-state adviser based in Waltham. It manages $3.65 million of regulatory assets for 991 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 46 other states.

Graduate Leverage Investment Advisory Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for approximately 2,000 clients. On top of advisory services, the firm doesn't engage in other business activities.

Graduate Leverage Investment Advisory Services: assets under management

The assets under management (AUM) of Graduate Leverage Investment Advisory Services, LLC is $3.65 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Graduate Leverage Investment Advisory Services, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Graduate Leverage Investment Advisory Services, LLC

Michael Vincent Tassone has been acting as President since 1 Mar 2011. Douglas H Drozdowski joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Graduate Leverage	Sole member	1 Apr 2010	75% - 100%	27-2404403
Jennifer Ann Digiacomo	Chief compliance officer/managing member	1 Apr 2010	Other	5785860
Michael Vincent Tassone	President	1 Mar 2011	Other	5902903
Tetyana Glynska Buescher	Associate general counsel and cco	1 Feb 2012	Other	6026952
Douglas H Drozdowski	Chief compliance officer	1 Jun 2012	Other	4263415

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Daniel John Thibeault	Sole managing member	1 Apr 2010	75% - 100%	3102830

Based in Waltham

The principal office where Graduate Leverage Investment Advisory Services, LLC performs its advisory services is located at 400 Fifth Ave., Waltham, MA 02451, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 877-890-4603 or by fax 781-890-4603. The normal business hours are 9am-5:30pm on Monday - Friday.