Angelo Jerome Leslie

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 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

• 2021-12-10 → 2024-11-22
  Gfp Private Wealth
  West Bloomfield, MI
  Cleveland, OH
• 2018-04-09 → 2021-09-29
  Planning Alternatives Ltd
  Bloomfield Hills, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-09