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Nelson A. Gary

LEECHGARY ASSET MANAGEMENT
Atlanta, GA 30338
Some features on this profile are disabled
CRD#: 218494
NG

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

BD
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.

BD
CRD#: 6271
ATLANTA, GA
Past

September 2, 1987 - July 27, 2001

THE ROBINSON-HUMPHREY COMPANY, LLC

BD
CRD#: 723
ATLANTA, GA
Past

August 20, 1985 - July 15, 1989

YAEGER SECURITIES, INC.

BD
CRD#: 10118
Past

July 22, 1984 - December 10, 1984

JONESTRADING

BD
CRD#: 6888
Past

December 9, 1981 - July 3, 1984

CROWELL, WEEDON & CO.

BD
CRD#: 193
Past

January 5, 1981 - February 1, 1982

SALOMON BROTHERS INC.

BD
CRD#: 740
Past

May 22, 1980 - January 2, 1981

JONESTRADING

BD
CRD#: 6888
Past

March 29, 1979 - July 26, 1980

LPL FINANCIAL LLC

BD
CRD#: 6413
Past

December 31, 1974 - March 8, 1977

CANTOR FITZGERALD & CO.

BD
CRD#: 134
Past

May 1, 1970 - January 21, 1975

N

BD
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/20/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/28/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 7/13/1981
AMEX Put and Call Exam

Current Firm

LA
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)
PREMIUM
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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
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts23
AUM (Assets Under Management)$ 21,000,000

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

LEECHGARY ASSET MANAGEMENT LLC

CRD#: 125133Atlanta, GA 30338

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