Edward Jones
43yrs
Top advisor by experience in Chino Hills
33yrs
Leon McGroarty is a financial advisor in Chino Hills, California, with 33 years in the industry. After a year at Osaic Fa, Leon joined Cooper McManus in 2013, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience33 years (since 1993)
How that compares ?Top 7% by experience in Chino Hills
OfficeChino Hills, CA
FirmCooper McManus
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$787,755
Advisors at the firm64
States licensed ?1 state
Services through Cooper McManus
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2013 – nowCooper McManusCurrent firm
- Sep 2006 – Aug 2007Osaic Fa, Inc.Previously
Contact Leon
(800) 516-5333Firm headquarters in Irvine, CA. Ask for Leon. Chino Hills, CAOffice · Get directions Firm websitewww.morgansterlingpwm.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Leon
Tailored to Leon’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Leon
How do I contact Leon?
Call Cooper McManus at (800) 516-5333 and ask for Leon McGroarty. Leon works from the Chino Hills, CA office.
How long has Leon been a financial advisor?
Leon has been in the industry since 1993, about 33 years. Top 7% by experience in Chino Hills.
What licenses does Leon hold?
Series 63. Tap any license on this page to see what it allows.
Is Leon a fiduciary?
Leon is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Leon paid?
Cooper McManus reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Leon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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