Leah Adler Weinberg

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

• 07/2015 → Present
  Weinberg Financial Group
  Chestnut Hill, MA
• 07/2017 → 07/2020
  Investacorp Advisory Services
  Miami, FL
• 07/2017 → 07/2020
  Investacorp Inc
  Miami, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Chestnut Hill, MA
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Chestnut Hill, MA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Chestnut Hill, MA

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Chestnut Hill, MA
• 2017-07-05 → 2020-07-17
  Investacorp Advisory Services Inc
  Chestnut Hill, MA

Other Businesses

1. WEINBERG FINANCIAL GROUP, Investment Related, Conducted from 822 BOYLSTON ST SUITE 203 CHESTNUT HILL. The nature of the Outside Business Activity (OBA) is SALES ASSISTANT: RESEARCH, ANALYSIS, SCHEDULING, my position in the organization is SALES ASSISTANT, the duties of this position are RESEARCH, ANALYSIS, PREP, SCHEDULING, 07/2015 was the start of the relationship with the other business and 40 hours are devoted to the other business per week and 100 of hours are devoted to the other business during securities trading hours per month. 2. DBA - Weinberg Financial Group 3. LEAH WEINBERG'S INSURANCE PRODUCTION POSITION: Agent/Producer NATURE: Insurance Production INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2017 ADDRESS: 566 7th Ave, San Francisco CA 94118, United States DESCRIPTION: Insurance Production, primarily Life, DI, and LTC 4. WEINBERG FINANCIAL GROUP POSITION: Partner NATURE: Partner of LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 90 START DATE: 07/01/2015 ADDRESS: 822 Boylston St., Ste 300, Chestnut Hill MA 02467, United States DESCRIPTION: Research, Analysis, Scheduling, Technology, Operations 5. WFG TAX ADVISORS, LLC POSITION: member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2026 ADDRESS: 583 N. French Rd, Buffalo NY 14228, United States DESCRIPTION: Owner, bill pay, rent etc.

Exams

• S66 Uniform Combined State Law Examination
  2015-08-22

Designations

• Certified Financial Planner

Other Names

• Leah A Weinberg