Best Investors Account Sign in
Inactive

Ryan Thomas Gaynor

Leo Wealth, LLC

Edison, NJ

Edison, NJ

CRD 7661016

Claim This Profile
Employer firm

Leo Wealth, LLC CRD 283891

$3.21B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Leo Wealth, Llc

379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-11-28
  • NJ RA
    APPROVED
    Since 2022-11-28

Branch Locations

379 Thorall Street Floor 9-Suite 9, Edison, NJ 08837 • United States

379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837 • 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
Leo Brokerage Iselin NJ 06/2020 Present
Unemployed Whippany NJ 11/2012 06/2020
  • 06/2020 → Present
    Leo Brokerage
    Iselin, NJ
  • 11/2012 → 06/2020
    Unemployed
    Whippany, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-28
  • S65 Uniform Investment Adviser Law Examination
    2022-10-28

View on SEC IAPD

Nearby Firms

HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.

Nearby Investors

PARIMAL K PATEL
DIEGO ARMANDO CORREA
Ryan Petti

Nearby Offices

HORNOR, TOWNSEND & KENT, LLC · EDISON, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · Edison, NJ
PFS INVESTMENTS INC. · EDISON, NJ

More in Edison, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor