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Financial ADVSR advisor directory · SEC adviser records

Leo Wealth, LLC financial advisors in New Jersey

Every SEC-registered investment adviser representative at a Leo Wealth, LLC office in New Jersey, by city and A to Z.

7 registered advisors work at Leo Wealth, LLC in New Jersey, out of 12 nationwide; it's the firm's number 1 state by advisors, and the most are in Edison (5). 1 list the CFP designation and 1 are also registered broker representatives.

Leo Wealth, LLC advisors by city in New Jersey

Every firm in New Jersey →

Edison 5Haddonfield 1Iselin 1

Leo Wealth, LLC advisors in New Jersey, A to Z

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Leo Wealth, LLC advisors in every state →Leo Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Leo Wealth, LLC in other states

New York 3

Questions

How many Leo Wealth, LLC financial advisors are in New Jersey?

7 investment adviser representatives are registered at Leo Wealth, LLC offices in New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 12 at the firm nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.

Where in New Jersey does Leo Wealth, LLC have the most advisors?

Edison, with 5, then Haddonfield (1). Leo Wealth, LLC has advisors in 3 cities in New Jersey.

How do I check a Leo Wealth, LLC advisor in New Jersey?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Leo Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.