The Leaders Group, Inc.

Broker-DealerFINRA Member

Total AUM

—

Advisory reps

1,462

Avg account

$0

Firm details

Headquarters: Summit, New Jersey
CRD number: 37157
Registered since: August 30, 1995
Website: simplicity-investments.com

Firm profile

FINTRX

Overview

The Leaders Group, Inc. is organized as a corporation that operates as an insurance broker‑dealer. Ownership is listed as a mix of domestic entities and individuals. The firm is not identified as a capital allocator and is not an active ESG investor. It is also not categorized as a multi‑state investment adviser, a pension consultant, a related adviser, or a newly formed adviser.

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 78

Eric Mechler
Founder, CEO & CIOCRD 5678805
Robert Amoruso
Chief Executive OfficerCRD 5683752
Sean Heney
Chief Operating OfficerCRD 5733969

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Contacts

3 of 1384

Robert Yatko
Vice PresidentCRD 5656193
Jacob Chandler
Accounts Team ManagerCRD 5671963
Adriano Pisarri
Financial PlannerCRD 5686886

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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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