Brandon Leung, financial advisor Shrewsbury NJ

Brandon Leung

CRD Number: 6391451
Current Firm: Fidelity Personal And Workplace Advisors

Brandon Leung (CRD# 6391451) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Shrewsbury, NJ and has over 9 years of experience in the finance industry.

Similar Advisors
John Hammack, financial advisor Shrewsbury NJ
John P. Hammack
CRD# 2083423
Main Street Financial Solutions, LLC
Similar Advisors
Kevin Kruse, financial advisor Shrewsbury NJ
Kevin H. Kruse
CRD# 4874990
Prudential Financial Planning Services
Similar Advisors
Mark Abadir, financial advisor Shrewsbury NJ
Mark A. Abadir
CRD# 2130640
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Fidelity Investments Shrewsbury, NJ Aug 2021 - Current 2
The Fortis Agency LLC Holmdel, NJ Apr 2021 - Jul 2021 < 1
Invictus Financial Partners Lincroft, NJ Oct 2020 - Apr 2021 < 1
New York Life Investment Management LLC New York, NY Nov 2019 - Sep 2020 < 1
Jp Morgan Securities LLC New York, NY Feb 2017 - Nov 2019 2
Bank Of America, N.a. Pennington, NJ Oct 2014 - Feb 2017 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Sep 2014 - Feb 2017 2
Monoc Wall, NJ Jun 2011 - Aug 2014 3
Rutgers University New Brunswick, NJ Sep 2010 - May 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Brandon Y. Leung
Phone Number: 617-563-7000
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Brandon Leung and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.