Best Investors
Account
Sign in
Best Investors
Account
Sign in
Leo Wealth, LLC CRD 283891
$3.21B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-04 |
| NJ | RA | APPROVED | 2016-10-20 |
Branch Locations
45 Rockefeller Plaza Suite 3504, New York, NY 10111 • United States
379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837 • United States
379 Thornall Street Floor 9-Suite 9, Edison, NJ 08837 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2012-12-05 |
Branch Locations
379 Thornall Street Floor 9-Suite 9, Edison, NJ 08837 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leogroup, Llc | Chatham | NJ | 12/2012 | Present |
| Olden Lane Securities, Llc | Princeton | NJ | 10/2017 | 06/2020 |
| Leo Wealth, Llc | Iselin | NJ | 08/2021 | Present |
| Leogroup Fund Services, Llc | Iselin | NJ | 12/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-15 |
Reach out to this advisor