Leanne R Gray

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 07/2012 → 10/2022
  Ubs Financial Services Inc
  Northfield, NJ
• 10/2022 → Present
  Raymond James Financial Services, Inc.
  Linwood, NJ
• 10/2022 → Present
  Raymond James Financial Services Advisors, Inc
  Linwood, NJ

Previous Registrations

• 2012-07-20 → 2022-10-18
  Ubs Financial Services Inc.
  Northfield, NJ
• 2008-10-14 → 2012-07-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Egg Harbor Township, NJ

Other Businesses

(1)Name of Business: Anchor Financial Address: 1801 New Rd Ste A1, Linwood, NJ, 08221-1036, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/07/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Branch Owner/Managing Director

Exams

• S66 Uniform Combined State Law Examination
  2008-10-09

Designations

• Certified Financial Planner

Other Names

• Leanne R Hehre
• Leanne R Gray
• Leanne R. R Gray