Laura Ann Leavitt

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 09/1992 → Present
  Sam Granato Ins. Services Inc.
  San Jose, CA
• 09/2014 → 06/2021
  Voya Financial Advisors
  San Jose, CA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2021 → 05/2022
  Good Life Financial Group
  San Jose, CA
• 05/2022 → Present
  Leatla Financial Group
  San Jose, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2026 → Present
  Lealta Financial Group Llc
  San Jose, CA

Previous Registrations

• 2004-08-04 → 2021-06-09
  Voya Financial Advisors, Inc.
  Watsonville, CA
  San Jose, CA
  San Jose, CA
  San Jose, CA

Other Businesses

1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1275 S WINCHESTER BLVD STE B; SAN JOSE; CA; 95128; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 7/2/2007; 160; 160; SALES OF FIXED INSURANCE PRODUCTS 2. NAME OF ENTITY: SAM GRANATO INSURANCE SERVICES, INC.; YES; 1275 S WINCHESTER BLVD; SAN JOSE; CA; 95128; INSURANCE AGENCY; PRESIDENT; 1/1/1993; 40; 20; OFFICE MANAGEMENT/ADMINISTRATION-MANAGE STAFF AND PAYROLL, PROVIDE ONGOING CLIENT SERVICE AND SUPPORT; 3. NAME OF OTHER BUSINESS: LEATLA FINANCIAL GROUP , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 05/2022, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: LEALTA FINANCIAL GROUP LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2026, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-12-23

Designations

• Certified Financial Planner

Other Names

• Laura Ann Granato
• Laura Ann Granato