Adviser and broker representative · Osaic Wealth, Inc.
Robert M. Leshnak Jr.
CRD 1870597 · West Chester, OH
At a glance
Robert M. Leshnak Jr. is an investment adviser representative with Osaic Wealth, Inc. in West Chester, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Robert’s SEC record dates to 2001, about 25 years ago. Robert is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- Osaic Wealth, Inc.Since November 2023West Chester, OH · $235B in regulatory assets
- Southland Equity Partners, LLC.Since November 2014West Chester, OH · $891M in regulatory assets
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 8 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Robert’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Osaic Wealth, Inc.
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- Ryan J. EgolfWest Chester · Certified Financial Planner
- Robert J. Hartfield Jr.West Chester
- Tracy D. JonesWest Chester
- Ann C. KavanaughWest Chester · Certified Financial Planner
- Michael O. KlaberWest Chester
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