The Leaders Group, Inc.

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
1,459
Avg account
$0

Firm details

Headquarters
Summit, New Jersey
CRD number
37157
Registered since
August 30, 1995

Firm profile

FINTRX

Overview

The Leaders Group, Inc. is organized as a corporation and has been SEC-registered since 1995. Its primary classification in the snapshot is an insurance broker-dealer rather than an asset management firm: the data indicates it does not act as a capital allocator and is not registered as a multi-state adviser. Several advisory and business-activity fields are blank in the source, which is consistent with a firm whose role centers on insurance product distribution and broker-dealer functions rather than on discretionary portfolio management or multi-state advisory services. The profile also records that the firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 78
  • Eric Mechler

    Eric Mechler

    Founder, CEO & CIOCRD 5678805

  • Robert Amoruso

    Robert Amoruso

    Chief Executive OfficerCRD 5683752

  • Sean Heney

    Sean Heney

    Chief Operating OfficerCRD 5733969

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Contacts

3 of 1381
  • Robert Yatko

    Robert Yatko

    Vice PresidentCRD 5656193

  • Jacob Chandler

    Jacob Chandler

    Accounts Team ManagerCRD 5671963

  • Adriano Pisarri

    Adriano Pisarri

    Financial PlannerCRD 5686886

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Summit, NJ

Union

Location

Summit, NJ

Headquartered in Summit, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Union
Address
475 Springfield Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth