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LEONID ARON KVITNITSKY
LENNY KVITNITSKY, LEONID KVITNITSKY
CRD#: 3016537
IA
Investment Adviser
B
Broker
ADVICE AND PLANNING SERVICESCRD#: 20472 225 Wyman Street
Waltham, MA 02451
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2006 - Present (18 years)BKOBREN INSIGHT BROKERAGE, INC (CRD# 21298)1999 - 2005 (6 years)IAKOBREN INSIGHT MANAGEMENT INC (CRD# 106473)1999 - 2006 (7 years)
License(s)

State Registrations

B
California 11/22/2013

B
New Jersey 9/11/2018

B
Colorado 11/5/2018

B
New York 11/5/2018

B
Connecticut 10/22/2018

B
North Carolina 7/1/2020

B
Florida 12/2/2006

B
Rhode Island 4/10/2007

B
Maine 8/16/2007

B
Vermont 8/16/2007

IA
Massachusetts 12/4/2006

B
Virginia 11/9/2020

B
Massachusetts 4/10/2007

B
Wisconsin 7/28/2021

B
New Hampshire 4/10/2007

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ADVICE AND PLANNING SERVICES (CRD#:20472)
225 Wyman Street, Waltham, MA 02451
Chestnut Hill, MA
Registered with this firm since 12/4/2006

B
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472)
225 Wyman Street, Waltham, MA 02451
Chestnut Hill, MA
Registered with this firm since 12/2/2006

Previous Registration(s)
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IA
02/27/1999 - 11/17/2006 KOBREN INSIGHT MANAGEMENT INC (CRD#:106473) WELLESLEY HILLS, MA
B
01/25/1999 - 02/15/2005 KOBREN INSIGHT BROKERAGE, INC (CRD#:21298) WELLESLEY, MA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.