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Zachary Bennett Leander

Leander Wealth Management LLC

Salt Lake City, UT

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Current Employers
Leander Wealth Management Llc

Salt Lake City, UT • United States

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
    Salt Lake City, UT
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
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

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