Steven S Leshner

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2004 → Present
  Lpl Financial Llc (F/K/A Linsco/Private Ledger Corp.)
  Jenkintown, PA
• 07/2012 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Other Businesses

(1) 05/27/2004 - DBA ONLY - COMMONWEALTH INVESTMENT MANAGEMENT GROUP - JENKINTOWN, PA (2) 05/27/2004 - NON-VARIABLE INSURANCE - SELL FIXED ANNUITIES, TERM LIFE, LTC, DISABILITY INCOME, UNIVERSAL LIFE - JENKINTOWN, PA (3) 06/07/2012 - DBA ONLY - COMMONWEALTH PENSION MANAGEMENT GROUP LLC - JENKINTOWN, PA (4) 09/11/2012 - PRIVATE ADVISOR GROUP - REGISTERED INVESTMENT ADVISOR - PRIVATE ADVISOR GROUP - (HYBRID) WORKING WITH THE PRIVATE ADVISOR GROUP, FORMERLY MORRISTOWN FINANCIAL GROUP, TO PROVIDE FEE BASED ADVISORY SERVICES IN ADDITILON TO HOURLY CONSULTING FOR FINANCIAL PLANNING SERVICES, PREVIOUSLY APPROVED. - 35% OF TIME SPENT - JENKINTOWN, PA (5) 08/03/2017-Private Advisor Group-DBA:(Hybrid) Commonwealth Investment Management Group-Investment related- At reported business location(s)-Registered Investment Advisor DBA- Provide advisory services through this DBA which are described in a form submitted for a hybrid RIA OBA-started 08/01/2012-Hours per month 100/Hours during trading 100-I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 8/3/2017. I expect to spend approximately 100 hours/month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (6) 1/21/2021 - Commonwealth Investment Management Group, LLC - DBA: CIMGpartners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 2/1/2021 - 0 Hours Per Month/0 Hours During Securities Trading. (7) 4/12/2021 - Leshner Silver & Associates - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 2/1/2021 - 5 Hours Per Month/0 Hours During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-05-06

Designations

• Chartered Financial Consultant

Other Names

• Steven Leshner