Darren James Leader

Employer firm

Acacia Grove Wealth Management CRD 332881

$41.6M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• INVESTMENT CONSULTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 03/2024
  Simmons Capital Group
  Halfmoon, NY
• 06/2016 → 11/2016
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2024 → Present
  Acacia Grove Wealth Management
  Schenectady, NY
• 04/2024 → 06/2024
  Unemployed
  Schenectady, NY

Previous Registrations

• 2020-04-28 → 2024-03-25
  Simmons Capital Group
  Halfmoon, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-11-03

Designations

• Chartered Financial Analyst

Other Names

• Darren Leader
• Darren J. Leader