# Comberiate, Leonard B.

> Comberiate, Leonard B. is a state-registered investment advisory firm in Ossining, NY, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated February 25, 2019.

- CRD: 300075
- Filed as: COMBERIATE, LEONARD B.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ossining, NY
- Filing period: October 2026
- Form ADV filing dated: February 25, 2019
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300075
- AdvisorCensus page: https://advisorcensus.com/firm/comberiate-leonard-b-ossining-ny-300075

## Quick answers

**How is Comberiate, Leonard B. compensated?**
On its Form ADV (Item 5.E, October 2026), Comberiate, Leonard B. reports these compensation arrangements: hourly charges.

**Where is Comberiate, Leonard B. located?**
Comberiate, Leonard B.'s principal office is in Ossining, NY, according to its Form ADV.

**Is Comberiate, Leonard B. registered with the SEC or a state?**
Comberiate, Leonard B. is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300075.

**What types of clients does Comberiate, Leonard B. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2); high net worth individuals (1).

**Does Comberiate, Leonard B. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300075

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $0 |
| High net worth individuals | 1 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Comberiate, Leonard B. (CRD 300075): Form ADV filing data as of October 2026.