Zachary Bennett Leander

Employer firm

Leander Wealth Management LLC CRD 343266

Reported services (Item 5G)

Portfolio management (individuals)

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

Current Employers

Leander Wealth Management Llc

Salt Lake City, UT • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2026-08-17

UT RA
APPROVED

Since 2026-08-17

Branch Locations

Salt Lake City, UT • 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

Organization	City	State	From	To
Wabash College	Crawfordsville	IN	08/2014	05/2018
Equitable Distributors Llc	Jersey City	NJ	06/2018	10/2020
Tastytrade, Inc.	Chicago	IL	10/2020	03/2024
Raymond James Financial Services, Inc.	Salt Lake City	UT	04/2024	05/2026
Leander Wealth Management Llc	Salt Lake City	UT	06/2026	Present

08/2014 → 05/2018

Wabash College

Crawfordsville, IN
06/2018 → 10/2020

Equitable Distributors Llc

Jersey City, NJ
10/2020 → 03/2024

Tastytrade, Inc.

Chicago, IL
04/2024 → 05/2026

Raymond James Financial Services, Inc.

Salt Lake City, UT
06/2026 → Present

Leander Wealth Management Llc

Salt Lake City, UT

Previous Registrations

2024-04-24 → 2026-05-21

Raymond James Financial Services Advisors, Inc

Saint Petersburg, FL

Salt Lake City, UT

Other Businesses

1) Licensed Insurance Agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-04-12
S63	Uniform Securities Agent State Law Examination	2018-08-10

S65 Uniform Investment Adviser Law Examination

2024-04-12
S63 Uniform Securities Agent State Law Examination

2018-08-10

Other Names

Zachary Leander
Zachary Bennett Leander

View on SEC IAPD