Leonard Lebov
Professional summary
Leonard Lebov is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in New York, New York.
Leonard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Leonard has worked at 3 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Leonard Lebov's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 26, 2019 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 50 Hudson Yards Fl 69, New York, NY 10001February 11, 2002 - July 26, 2002
J.P. MORGAN SECURITIES INC.
December 22, 1987 - June 16, 1988
SALOMON BROTHERS INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/29/2021)
Exams
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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