Mary Leneghan
CETERA INVESTMENT ADVISERS LLC
WESTLAKE, OH 44145
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CRD#: 1285738
Professional summary
Mary Leneghan, CFP®, who also goes by Mary Catherine Leneghan, Mary Leneghan Skuhrovec, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Westlake, Ohio and CETERA WEALTH SERVICES, LLC located in Hinckley, Ohio.
Mary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Mary has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mary Catherine Leneghan | Mary Leneghan Skuhrovec
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. OWN RENTAL PROPERTY-RESIDENTIAL. 2. FIXED INSURANCE; LIFE, DISABILITY, ANNUITIES AND LTC. 3. NAME OF OTHER BUSINESS: DBA MARY LENEGHAN FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 1988 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: DBA FOR ADVISORY BUSINESS; 4. NAME OF OTHER BUSINESS: WEALTH HUB LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Mary Leneghan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1994
Experience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 24500 Center Ridge Rd Ste 310, Westlake, OH 44145Office #2: 11925 Pearl Road #406, Strongsville, OH 44136RIA
CRD#: 105644
WESTLAKE, OH
Current
April 10, 1989 - Present
CETERA WEALTH SERVICES, LLC
Office #2: 24500 Center Ridge Rd Ste 310, Westlake, OH 44145Office #3: 11925 Pearl Road #406, Strongsville, OH 44136BD
CRD#: 13572
HINCKLEY, OH
Past
November 15, 2000 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
HINCKLEY, OH
Past
November 14, 1988 - April 10, 1989
AMERICAN PACIFIC SECURITIES CORPORATION
BD
CRD#: 5003
Past
August 2, 1984 - November 9, 1988
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
EDISON, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/10/2010)
RR
Arkansas(12/14/2020)
RR
California(2/14/2011)
RR
Colorado(6/9/2010)
RR
Connecticut(8/5/2021)
RR
District of Columbia(2/1/2021)
RR
Florida(7/30/1998)
RR
Georgia(9/28/2011)
RR
Illinois(9/29/2014)
RR
Indiana(9/28/2011)
RR
Kentucky(10/13/2010)
RR
Maryland(2/22/2011)
RR
Massachusetts(7/27/2021)
RR
Michigan(1/7/2015)
RR
Minnesota(1/28/2011)
RR
Nevada(10/29/2014)
RR
New Jersey(5/26/2011)
RR
New Mexico(8/31/2018)
RR
New York(3/16/2020)
RR
North Carolina(5/17/2011)
RR
North Dakota(3/5/2021)
RR
Ohio(4/10/1989)
IAR
Ohio(6/29/2023)
RR
Oklahoma(8/21/2013)
RR
Pennsylvania(11/13/2009)
RR
South Carolina(3/12/2010)
RR
Tennessee(4/27/2018)
RR
Utah(8/19/2014)
RR
Virginia(2/22/2011)
RR
Washington(8/5/2013)
RR
West Virginia(6/17/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
