Mitchell Leung, financial advisor Fort Lee NJ
96 score

Mitchell Leung

CRD Number: 1900601
Current Firm: Palisade Capital Management LLC

Mitchell Leung (CRD# 1900601) is an Investment Advisor Representative working at Palisade Capital Management LLC in Fort Lee, NJ and has over 6 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Palisade Capital Management LLC Fort Lee, NJ Jul 2011 - Current 5
Twenty-first Securities Corporation New York, NY Jul 2010 - Current 6
Unemployed New York, NY Jul 2008 - Jul 2010 2
Wachovia Capital Markets, LLC New York, NY Sep 2004 - Jul 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2010
Contact Info for Mitchell Leung
Phone Number: (201) 585-7733
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    3,733
    MILLIONS
  • Total Number of Accounts
    562
    ACCOUNTS
  • Average Account Value
    $6,643,035
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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