AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
GC

Gary B. Callas

Some features on this profile are disabled
CRD#: 1438843
GC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gary Byron Callas, who also goes by Gary B Callas, was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 1985. Gary had worked at 9 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gary B Callas

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 30, 1996 - March 30, 1999

LEONARD & COMPANY

BD
CRD#: 36527
TROY, MI
Past

September 15, 1994 - June 5, 1996

SAPERSTON FINANCIAL INC.

BD
CRD#: 27863
BUFFALO, NY
Past

March 16, 1993 - September 29, 1994

G.R. STUART & COMPANY, INC.

BD
CRD#: 29101
MAYNARD, MA
Past

April 14, 1992 - March 16, 1993

FINANCIAL SECURITIES NETWORK,INC.

BD
CRD#: 16153
Past

August 19, 1991 - April 14, 1992

WOODWARD SECURITIES CORPORATION

BD
CRD#: 25579
Past

May 19, 1989 - September 4, 1991

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

February 15, 1988 - June 14, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

September 15, 1987 - February 15, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

December 17, 1985 - October 5, 1987

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/19/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


L&
LEONARD & COMPANY
CAMBRIDGE CAPITAL MANAGEMENT, INC. | WEALTH LINK, A DIVISION OF LEONARD & COMPANY | THE MANN GROUP, A DVISION OF LEONARD & COMPANY | THE MANN GROUP, A DIVISION OF LEONARD & COMPANY | THE AGBAY GROUP, A DIVISION OF LEONARD & COMPANY | STRATEGIC ASSET ADVISORS, A DIVISION OF LEONARD & COMPANY | QUARTON PARTNERS, A DIVISION OF LEONARD & COMPANY | PLUMMER MCINERNEY GROUP WEALTH MANAGEMENT, A DIVISION OF LEONARD & COMPANY | LEONARD FINANCIAL CORPORATION | LEONARD CAPITAL MARKETS, A DIVISION OF LEONARD & COMPANY | LEONARD ASSET MANAGEMENT, A DIVISION OF LEONARD & COMPANY | LEONARD AND COMPANY | LEONARD & COMPANY | GREAT LAKES BAY FINANCIAL, A DIVISION OF LEONARD & COMPANY | DARVIN ASSET MANAGEMENT, A DIVISION OF LEONARD & COMPANY | CCM FINANCIAL CORPORATION

CRD#: 36527 / SEC#: 801-60035, 8-47298

BD
Terminated by SEC on 09/18/2012
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Michigan since 10/18/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

LEONARD & COMPANY (3/29/2012)

Direct owners and executive officers


NamePositionCRD#
LEONARD-FRENCH HOLDINGS, INC.OWNER
FRENCH, DAINFORTH BAKER JRPRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER2406891
WEBER, DAVID KEITHCHIEF FINANCIAL OFFICER/FIN OP4797454

Disclosures


Regulatory Event13
Arbitration2

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.

Company Information


LEONARD & COMPANY

CRD#: 36527

TRUST BUT VERIFY

Monitor Gary Callas

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics