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Leslie Ann Calhoun

Optivest, Inc.

San Juan Capistrano, CA

CRD 2047866

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Employer firm

Optivest, Inc. CRD 137070

$319M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • FAMILY OFFICE SERVICES AND CONSULTATIVE AND CONCIERGE SERVICES

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

Current Employers
Optivest, Inc.

30448 Rancho Viejo Road, Suite 230, San Juan Capistrano, CA 92675 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-29
CO RA APPROVED 2025-10-29
AZ RA APPROVED 2013-12-10
TX RA APPROVED_RES 2013-12-03
WA RA APPROVED 2013-12-03
  • CA RA
    APPROVED
    Since 2025-10-29
  • CO RA
    APPROVED
    Since 2025-10-29
  • AZ RA
    APPROVED
    Since 2013-12-10
  • TX RA
    APPROVED_RES
    Since 2013-12-03
  • WA RA
    APPROVED
    Since 2013-12-03

Branch Locations

30448 Rancho Viejo Road, Suite 230, San Juan Capistrano, CA 92675 • 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
Optivest San Juan Capistrano CA 03/2007 Present
Gramercy Securities, Inc. San Juan Capistrano CA 03/2007 Present
  • 03/2007 → Present
    Optivest
    San Juan Capistrano, CA
  • 03/2007 → Present
    Gramercy Securities, Inc.
    San Juan Capistrano, CA
Other Businesses

1. OPTIVEST, INC.-RIA-25% OWNER-PRINCIPAL PARTNER, BOARD OF DIRECTORS. 2. SECTOR LOGIC-RIA-3.125% OWNER-PASSIVE INVESTMENT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-09
S63 Uniform Securities Agent State Law Examination 1993-02-23
  • S65 Uniform Investment Adviser Law Examination
    2010-06-09
  • S63 Uniform Securities Agent State Law Examination
    1993-02-23
Other Names
  • Leslie Anne Calhoun
  • Leslie Ann Calhoun
  • Leslie Ann Sanchez
  • Leslie Calhoun Sanchez
  • Leslie Calhoun Sanchez

View on SEC IAPD

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Nearby Investors

CARMELLO ANTONIO BUSCEMI
ROBERT LAWRENCE SCHEIN
Madison Jean Evans

Nearby Offices

LPL FINANCIAL LLC · SAN JUAN CAPISTRANO, CA
HIGHTOWER ADVISORS, LLC · San Juan Capistrano, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SAN JUAN CAPISTRANO, CA

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