James LeisnerCRD Number: 4610148
Current Firm: Cadaret Grant & Co Inc.
James Leisner (CRD# 4610148) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rochester, NY and has over 14 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Cadaret, Grant & Company, Inc.||Rochester, NY||Mar 2011 - Current||6|
|Efpr Group, LLP||Rochester, NY||Oct 2009 - Current||7|
|Axa Advisors, LLC||Rochester, NY||Jun 2005 - Mar 2011||5|
|Eldredge Fox & Porretti,llp||Rochester, NY||Nov 1983 - Oct 2009||25|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Total Assets Under Management3,475MILLIONS
Total Number of Accounts18,688ACCOUNTS
Average Account Value$185,929
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV