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Angelo Jerome Leslie

Osaic Wealth, Inc.

West Bloomfield, MI

Brighton, MI

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-27
  • MI RA
    APPROVED
    Since 2025-01-27

Branch Locations

West Bloomfield, MI • United States

7305 Grand River Ave Suite 600, Brighton, MI 48114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Planning Alternatives Ltd. Bloomfield Hills MI 02/2018 09/2021
Comerica Bank Detroit MI 09/2014 11/2016
Pnc Bank Detroit MI 12/2016 01/2018
Gries Financial Partners Cleveland OH 11/2021 Present
Osaic Wealth Inc Brighton MI 01/2025 Present
  • 02/2018 → 09/2021
    Planning Alternatives Ltd.
    Bloomfield Hills, MI
  • 09/2014 → 11/2016
    Comerica Bank
    Detroit, MI
  • 12/2016 → 01/2018
    Pnc Bank
    Detroit, MI
  • 11/2021 → Present
    Gries Financial Partners
    Cleveland, OH
  • 01/2025 → Present
    Osaic Wealth Inc
    Brighton, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-09
  • S65 Uniform Investment Adviser Law Examination
    2018-04-09

View on SEC IAPD

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Other Offices

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