Leandro Galhardo Fenster

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

• 04/2013 → 07/2018
  Capital One Financial Advisors
  Cedarhurst, NY
• 01/2015 → 07/2018
  Capital One Sharebuilder, Inc.
  Cedarhurst, NY
• 01/2015 → Present
  Sharebuilder 401K
  Seattle, WA
• 07/2018 → Present
  Woodbury Financial Services
  Westbury, NY
• 07/2018 → 01/2024
  Woodbury Financial Services
  Westbury, NY
• 01/2024 → Present
  Osaic Wealth, Inc.
  Melville, NY

Previous Registrations

• 2018-07-11 → 2024-01-19
  Woodbury Financial Services, Inc.
  Melville, NY
  Forest Hills, NY
• 2015-01-28 → 2018-07-11
  Capital One Advisors, Llc
  Seattle, WA
  Plainview, NY
  Mclean, VA
• 2013-04-22 → 2015-01-28
  Capital One Financial Advisors Llc
  Melville, NY
• 2011-09-19 → 2013-01-11
  Wells Fargo Clearing Services, Llc
  Melville, NY
• 2010-06-04 → 2011-06-17
  Morgan Stanley
  Garden City, NY
• 2006-11-13 → 2010-03-15
  Oppenheimer & Co. Inc.
  Hauppauge, NY

Other Businesses

1. ELLIPSE WEALTH MANGEMENT LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/16/2018 ADDRESS: 535 Broadhollow Rd, Suite M-110, Melville NY 11747, United States DESCRIPTION: financial advisor business

Exams

• S66 Uniform Combined State Law Examination
  2006-11-10

Other Names

• Leandro G Fenster
• Leandro Galhardo Freitas