Denise J. Leish
MONEY PLANS
SILVER SPRING, MD 20910
Some features on this profile are disabled
CRD#: 2088024
Professional summary
Denise Janice Leish is a registered financial advisor currently at MONEY PLANS located in Silver Spring, Maryland.
Denise is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Denise has worked at 1 firm and has passed the Series 65 exam.
Biography
Registered Investment Advisor
Registered Tax Specialist
Question & Answer
What are your service offerings?
Denise offers investment advic...
Do you have an area of expertise or specialization?
Hourly
Investment Advice with Ongoing...
Investment Advice without Ongo...
Middle Income Client Needs
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Denise Janice Leish'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®
NoneExperience
Current
March 1, 1999 - Present
MONEY PLANS
Office #1: 8701 Georgia Ave #710, Silver Spring, MD 20910RIA
CRD#: 104694
SILVER SPRING, MD
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.Highlighted states indicate IAR registrations
IAR
Maryland(3/1/1999)
IAR
Virginia(11/15/2012)
Current Firm
MONEY PLANS
LEISH, DENISE JANICE | MONEY PLANS, LLC | MONEY PLANS
CRD#: 104694 / SEC#: 801-25959
RIA
Registered Investment Advisory firm - (6/18/2012 Terminated)District of Columbia
Registered Investment Advisory firm - (12/18/2012 Approved)Maryland
Registered Investment Advisory firm - (6/7/2012 Approved)Virginia
Registered Investment Advisory firm - (6/15/2012 Approved)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
8701 Georgia Ave Ste. 710, Silver Spring, MD 20910
Mailing Address
Phone number
(301) 589-4250
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 165 |
| AUM (Assets Under Management) | $ 109,267,888 |
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.
