David Michael Greenleigh

Employer firm

Lgg Financial CRD 305002

$564M regulatory AUM 11 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 10/2019
  Wells Fargo Advisors Financial Network, Llc
  Bethesda, MD
• 10/2019 → Present
  The Luts & Greenleigh Group, Inc.
  Bethesda, MD
• 02/2020 → 11/2020
  Private Client Services
  Bethesda, MD

Previous Registrations

• 2012-09-25 → 2019-11-12
  Wells Fargo Advisors Financial Network, Llc
  Bethesda, MD
• 2009-06-01 → 2012-10-05
  Morgan Stanley
  Bethesda, MD
• 2004-02-27 → 2009-06-01
  Citigroup Global Markets Inc.
  Bethesda, MD
  Bethesda, MD
• 2003-07-01 → 2004-03-26
  Wells Fargo Clearing Services, Llc
  Vienna, VA
• 1999-02-11 → 2003-07-01
  Prudential Equity Group, Llc
  Vienna, VA

Other Businesses

1) TRIP MCNEALY FOUNDATION. 9814 JUNIPER HILL ROAD, ROCKVILLE, MD 20850. HOST EVENTS TO RAISE MONEY FOR MILITARY CHARITIES. VICE-CHAIRMAN, FUND RAISING. 4 HOURS/MO; 0 DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-10-16
• S63 Uniform Securities Agent State Law Examination
  1997-09-30