President · Leelyn Smith, LLC
Andrew R. Grider
CRD 5448972 · Named on Form ADV at one SEC-registered adviser
At a glance
Leelyn Smith, LLC, an SEC-registered wealth manager based in Geneva, IL with $852 million in regulatory assets, lists Andrew R. Grider on its Form ADV as President, a control person.
Firms and roles
- Leelyn Smith, LLCPresidentWealth manager · Geneva, IL · $852M in regulatory assets
AtlasMembers
Andrew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- John B. DornCheif Investment Officer, Leelyn Smith, LLC
- Christopher P. McManamaChief Compliance Officer and Chief Operating Officer, Leelyn Smith, LLC
- Kevin J. PrendergastDirector of Wealth, Leelyn Smith, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.