Edmond Leeney, financial advisor Lisle IL
93 score

Edmond Leeney

CRD Number: 1329845
Current Firm: Wells Fargo Advisors Financial Network, LLC

Edmond Leeney (CRD# 1329845) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Lisle, IL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network LLC Lisle, IL Nov 2010 - Current 6
Morgan Stanley Smith Barney Lisle, IL Jun 2009 - Nov 2010 1
Morgan Stanley & Company, Incorporated Lisle, IL Apr 2007 - Jun 2009 2
Dean Witter Lisle, IL Jul 2000 - Apr 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1991
S65 NASAA Investment Advisors Law Examination Jun 1994
Contact Info for Edmond J. Leeney
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, 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
93
Clean Record
This advisor has a clean track record with regulators.

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