Shaun Leonard

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

• 06/2016 → 09/2016
  Anthony And Sons Bakery
  Succasunna, NJ
• 11/2016 → 02/2018
  Quickchek
  Rockaway, NJ
• 08/2018 → 05/2019
  Montclair State University Student Recreation Center
  Little Falls, NJ
• 06/2018 → 08/2019
  Rockaway Township Board Of Education
  Rockaway, NJ
• 12/2018 → 01/2023
  Doordash
  Rockaway, NJ
• 11/2019 → 06/2023
  Glassner Carlton Financial
  Morristown, NJ
• 02/2018 → 06/2018
  N/A
  Rockaway, NJ
• 07/2023 → Present
  Osaic Wealth, Inc.
  Morristown, NJ
• 07/2023 → Present
  Glassner Carlton Financial
  Morristown, NJ

Other Businesses

1. Non-investment-related 1099 contractor for DoorDash as a food delivery driver. NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2018 ADDRESS: 303 2nd Street South Tower, 8th Floor, San Francisco CA 94107 DESCRIPTION: Picking up food orders and delivering them. 2. GLASSNER CARLTON FINANCIAL POSITION: Financial Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/15/2019 ADDRESS: 163 Madison Ave, Morristown NJ 07960 DESCRIPTION: Collaborate with client relationship managers to prepare reports for review during client meetings and assist lead planner with social media marketing. 3. GLASSNER CARLTON FINANCIAL POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2023 ADDRESS: 163 Madison Ave, Morristown NJ 07960 DESCRIPTION: Meet with clients to review their financial plans and share investment recommendations to help guide them toward achieving their goals. 4. SHAUN LEONARD, NJ LIFE & HEALTH AGENT POSITION: Insurance Agent NATURE: n/a INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/13/2023 ADDRESS: 163 Madison Ave Ste 402 Morristown NJ 07960 DESCRIPTION: n/a

Exams

• S66 Uniform Combined State Law Examination
  2023-07-10

Designations

• Certified Financial Planner