Leah Granger, financial advisor Rochester NY

Leah Granger

CRD Number: 5405155
Current Firm: Commonwealth Financial Network

Leah Granger (CRD# 5405155) is an Investment Advisor Representative working at Commonwealth Financial Network in Rochester, NY and has over 15 years of experience in the finance industry. Leah Granger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jun 2019 - Current 4
Oakwood Financial Services Rochester, NY Jun 2019 - Current 4
Curate Partners Weston, MA May 2019 - Jun 2019 < 1
Commonwealth Financial Network Waltham, MA May 2017 - May 2019 2
Esl Federal Credit Union Rochester, NY Jul 2016 - May 2017 < 1
Commonwealth Financial Network Waltham, MA Nov 2008 - Jul 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Leah Granger
Phone Number: 781-736-0700
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
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)
  • Publication of periodicals or newsletters
  • 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, VI, VT, WA, WI, WV, WY

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