AL
CFP
AL
CFP

Andrew Nicholas Leithe

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

1300 Route 73, Suite 110, Mount Laurel, NJ, 08054

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew sells life insurance, long-term care, disability, and fixed annuity products as a sole proprietor, dedicating about 10-20% of his time. He also holds leadership positions in several corporations, including Strategic Financial Services Corporation, Strategic Financial Advisors Corporation, and Strategic Financial, LLC, and is the co-treasurer of the Rumson PTO.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
November 2023 - Present · 2 yrs 3 mos
Osaic Wealth, INC.
November 2023 - Present · 2 yrs 3 mos
Strategic Financial
December 2016 - Present · 9 yrs 2 mos
Previous Registrations
Fsc Securities Corporation
June 2016 - November 2023 · 7 yrs 5 mos
Fsc Securities CorporationBroker
May 2015 - November 2023 · 8 yrs 6 mos
Siguler Guff Global Markets, LLCBroker
July 2014 - May 2015 · 10 mos
Apollo Global Securities, LLCBroker
October 2011 - July 2013 · 1 yr 9 mos
Morgan Stanley Distribution, INC.Broker
February 2011 - March 2011 · 1 mo
State Registrations26 states
ALAZCACOCTDEFLGAIDKYMDMIMNMONCNJNMNYOHPASCTXUTVAWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.