Leah Anne Wheeler

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-10-20

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Equitable Advisors Llc	New York	NY	12/2023	09/2025
State University Of New York	Oswego	NY	08/2023	05/2024
Deer Valley Trails	St. Regis Falls	NY	01/2020	04/2024
4H Camp Overlook - Cornell Cooperative Extension	Owls Head	NY	06/2023	08/2023
Little Lukes	Oswego	NY	03/2022	07/2023
St. Regis Falls Csd	St. Regis Falls	NY	12/2021	01/2022
St. Regis Falls Csd	St. Regis Falls	NY	09/2007	06/2020
State University Of New York At Oswego	Oswego	NY	08/2020	04/2024
Commonwealth Financial Network	Waltham	MA	10/2025	Present
Kramer Wealth Strategies	Massena	NY	10/2025	Present

12/2023 → 09/2025

Equitable Advisors Llc

New York, NY
08/2023 → 05/2024

State University Of New York

Oswego, NY
01/2020 → 04/2024

Deer Valley Trails

St. Regis Falls, NY
06/2023 → 08/2023

4H Camp Overlook - Cornell Cooperative Extension

Owls Head, NY
03/2022 → 07/2023

Little Lukes

Oswego, NY
12/2021 → 01/2022

St. Regis Falls Csd

St. Regis Falls, NY
09/2007 → 06/2020

St. Regis Falls Csd

St. Regis Falls, NY
08/2020 → 04/2024

State University Of New York At Oswego

Oswego, NY
10/2025 → Present

Commonwealth Financial Network

Waltham, MA
10/2025 → Present

Kramer Wealth Strategies

Massena, NY

Fixed insurance sales; as of 10/01/2025; 5% of time spent during business hours; Conducted at branch location; Investment related.

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-04-08

Other Firms