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Financial ADVSR advisor directory · SEC adviser records

Leo Wealth, LLC financial advisors in Edison, NJ

Every SEC-registered investment adviser representative at a Leo Wealth, LLC office in Edison, A to Z.

5 registered advisors work at Leo Wealth, LLC in Edison, out of 12 at the firm nationwide; it ranks number 6 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Leo Wealth, LLC advisors in Edison, A to Z

Every Leo Wealth, LLC advisor →

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

Leo Wealth, LLC advisors in other cities

New York, NY 3Amarillo, TX 1Haddonfield, NJ 1Iselin, NJ 1

Other firms in Edison

All Edison advisors →

Eagle Strategies LLC 18Pfs Investments Inc. 14Hornor, Townsend & Kent, LLC 12Cetera Investment Advisers LLC 5Geremia Financial Services, LLC 5Equitable Advisors, LLC 4LPL Financial LLC 3Leo Fund Services, LLC 3Transamerica Financial Advisors, LLC 3

Questions

How many financial advisors does Leo Wealth, LLC have in Edison?

5 investment adviser representatives are registered at Leo Wealth, LLC offices in Edison, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Leo Wealth, LLC one of the largest advisor employers in Edison?

Leo Wealth, LLC ranks number 6 in Edison by registered advisors; Eagle Strategies LLC has the most, with 18.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.