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Andrea Nicole Gleason

The Gleason Group, Inc.

Prospect, KY

CRD 6492857

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Employer firm

The Gleason Group, Inc. CRD 175104

$1.61B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
The Gleason Group, Inc.

9418 Norton Commons Boulevard Suite 100, Prospect, KY 40059 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2024-08-09
FL RA APPROVED 2021-07-20
TX RA APPROVED_RES 2021-05-27
KY RA APPROVED 2015-05-15
  • HI RA
    APPROVED
    Since 2024-08-09
  • FL RA
    APPROVED
    Since 2021-07-20
  • TX RA
    APPROVED_RES
    Since 2021-05-27
  • KY RA
    APPROVED
    Since 2015-05-15

Branch Locations

9418 Norton Commons Boulevard Suite 100, Prospect, KY 40059 • 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
The Gleason Group, Inc. Prospect KY 01/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-25
  • S65 Uniform Investment Adviser Law Examination
    2015-03-25
Other Names
  • Andrea Nicole Gleason
  • Andrea Nicole Gillespie

View on SEC IAPD

Nearby Firms

PNC WEALTH MANAGEMENT LLC
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC

Nearby Investors

MATTHEW Edward MILLER
JOSHUA A ROLLER
ABIGAIL BOHNERT

Nearby Offices

PNC WEALTH MANAGEMENT LLC · LOUISVILLE, KY
FIFTH THIRD SECURITIES, INC. · LOUISVILLE, KY
LPL FINANCIAL LLC · LOUISVILLE, KY

More in Prospect, KY

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