Nelson A. Gary

LEECHGARY ASSET MANAGEMENT LLC

Atlanta, GA 30338

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CRD#: 218494

Professional summary

Nelson Arthur Gary JR is a registered financial advisor currently at LEECHGARY ASSET MANAGEMENT LLC located in Atlanta, Georgia.

Nelson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1970. Nelson has worked at 11 firms and has passed the Series 65, Series 63 and PC exams.

Question & Answer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nelson Arthur Gary JR'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®

None

Experience

Current

March 16, 2018 - Present

LEECHGARY ASSET MANAGEMENT LLC

Office #1: 2494 Jett Ferry Road Suite 209, Atlanta, GA 30338Office #2: 2494 Jett Ferry Road, Dunwoody, GA 30338

RIA

CRD#: 125133

Atlanta, GA

Past

July 19, 2005 - June 1, 2006

GLB TRADING, INC

CRD#: 125363

CHICAGO, IL

Past

May 19, 2005 - December 31, 2017

LEECHGARY ASSET MANAGEMENT LLC

RIA

CRD#: 125133

DUNWOODY, GA

Past

July 27, 2001 - October 3, 2003

TRUIST SECURITIES, INC.

CRD#: 6271

ATLANTA, GA

Past

September 2, 1987 - July 27, 2001

THE ROBINSON-HUMPHREY COMPANY, LLC

CRD#: 723

ATLANTA, GA

Past

August 20, 1985 - July 15, 1989

YAEGER SECURITIES, INC.

CRD#: 10118

Past

July 22, 1984 - December 10, 1984

JONESTRADING

CRD#: 6888

Past

December 9, 1981 - July 3, 1984

CROWELL, WEEDON & CO.

CRD#: 193

Past

January 5, 1981 - February 1, 1982

SALOMON BROTHERS INC.

CRD#: 740

Past

May 22, 1980 - January 2, 1981

JONESTRADING

CRD#: 6888

Past

March 29, 1979 - July 26, 1980

LPL FINANCIAL LLC

CRD#: 6413

Past

December 31, 1974 - March 8, 1977

CANTOR FITZGERALD & CO.

CRD#: 134

Past

May 1, 1970 - January 21, 1975

N

CRD#: 1000006

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

Georgia
(3/16/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/20/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/28/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

PC

Date: 7/13/1981

AMEX Put and Call Exam

Current Firm

LEECHGARY ASSET MANAGEMENT LLC

JML ASSET MANAGEMENT, INC. | LEECHGARY ASSET MANAGEMENT LLC | LEECH GARY ASSET MANGEMENT | LEECH GARY ASSET MANAGEMENT LLC

CRD#: 125133 / SEC#:

Georgia

Registered Investment Advisory firm - (3/15/2018 Approved)

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Contact information

Main Address

2494 Jett Ferry Road Suite 209, Atlanta, GA 30338

Mailing Address

Phone number

(404) 394-0001

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 21,000,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Nelson A. Gary

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nelson Arthur Gary JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLB TRADING, INC

LEECHGARY ASSET MANAGEMENT LLC

TRUIST SECURITIES, INC.

THE ROBINSON-HUMPHREY COMPANY, LLC

YAEGER SECURITIES, INC.

JONESTRADING

CROWELL, WEEDON & CO.

SALOMON BROTHERS INC.

JONESTRADING

LPL FINANCIAL LLC

CANTOR FITZGERALD & CO.

N

State Registrations and Notice Filings

Exams

Series 65

Date: 8/20/2003

Series 63

Date: 4/28/1981

PC

Date: 7/13/1981

Current Firm

LEECHGARY ASSET MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LEECHGARY ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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