Leo Furlong
Investors' Choice Advisory Services · Orefield, Pennsylvania
Leo Furlong is a fee-only financial advisor at Investors' Choice Advisory Services in Orefield, Pennsylvania. Investors' Choice Advisory Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Investors' Choice Advisory Services |
|---|---|
| Based in | Orefield, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $4.0M across 34 accounts |
| SEC registration | Investment adviser representative in PA · CRD 1764925 |
| Exams passed | Series 63 (1988) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Leo's firm compares
- Investors' Choice Advisory Services's average account is about $118,000, from its Form ADV (assets managed divided by 34 accounts).
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Questions about Leo
Is Leo Furlong a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leo holds no broker registration, and Investors' Choice Advisory Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Leo charge for financial advice?
Leo's firm, Investors' Choice Advisory Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Leo Furlong based?
Leo Furlong is based in Orefield, Pennsylvania.
Is Leo Furlong registered with the SEC?
Yes. Leo Furlong is registered as an investment adviser representative in PA (CRD 1764925), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Investors' Choice Advisory Services manage?
Investors' Choice Advisory Services reports $4.0M across 34 accounts in assets under management.
How do I contact Leo Furlong?
Contact details aren't on file yet. Search for Investors' Choice Advisory Services.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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