Michael P. Leanza

THE GENWEALTH GROUP

Maplewood, NJ 07040

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CRD#: 2330470

Professional summary

Michael Peter Leanza, CFP®, who also goes by Michael Peter Leanza Mr., is a registered financial advisor currently at THE GENWEALTH GROUP, INC. located in Maplewood, New Jersey.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Michael has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Peter Leanza Mr.

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.

1. 8 Inwood Realty. Not Investment Related. 6 Inwood Place, Maplewood, NJ 07040. Real Estate Investment. Owner. 11/2016. 1 Hr/Mo; 0 During Trading Hours. Property Management. 2. 6 Inwood Realty. Not Investment Related. 6 Inwood Place, Maplewood, NJ 07040. Real Estate Investment. Owner. 11/2016. 1 Hr/Mo; 0 During Trading Hours. Property Management. 3. Independent Insurance Agent. Not Investment Related. 6 Inwood Place, Maplewood, NJ 07040. Insurance Sales. 01/2019. Less than 5 Hr/Mo. Selling fixed insurance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Peter Leanza's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

October 21, 2010 - Present

THE GENWEALTH GROUP, INC.

Office #1: 6 Inwood Place, Maplewood, NJ 07040

RIA

CRD#: 154569

Maplewood, NJ

Past

June 26, 2017 - December 31, 2018

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Maplewood, NJ

Past

May 9, 2008 - January 13, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

MAPLEWOOD, NJ

Past

May 9, 2008 - July 5, 2017

LPL FINANCIAL LLC

CRD#: 6413

MAPLEWOOD, NJ

Past

October 20, 2004 - May 20, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

MAPLEWOOD, NJ

Past

October 20, 2004 - May 20, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

MAPLEWOOD, NJ

Past

November 21, 2002 - October 20, 2004

QUICK & REILLY, INC.

RIA

CRD#: 11217

MAPLEWOOD, NJ

Past

April 25, 2001 - October 20, 2004

QUICK & REILLY, INC.

CRD#: 11217

NEW YORK, NY

Past

October 21, 1998 - April 25, 2001

SUMMIT FINANCIAL SERVICES GROUP, INC.

CRD#: 7246

BETHLEHEM, PA

Past

August 9, 1996 - October 21, 1998

FISERV INVESTOR SERVICES, INC.

CRD#: 34637

HOUSTON, TX

Past

March 21, 1995 - August 9, 1996

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

NAPA, CA

Past

July 31, 1993 - March 28, 1995

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

April 12, 1993 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE GENWEALTH GROUP, INC.

CRD#: 154569 / SEC#: 801-71876

RIA

Registered Investment Advisory firm - (10/21/2010 Approved)

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

New Jersey
(10/21/2010)

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: 4/23/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/15/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/8/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/2/2008

General Securities Principal Examination

Current Firm

THE GENWEALTH GROUP, INC.

CRD#: 154569 / SEC#: 801-71876

RIA

Registered Investment Advisory firm - (10/21/2010 Approved)

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Contact information

Main Address

6 Inwood Place, Maplewood, NJ 07040

Mailing Address

Phone number

(973) 761-0400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE GENWEALTH GROUP, INC. ADV 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts	261
AUM (Assets Under Management)	$ 483,883,490

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Michael P. Leanza

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Peter Leanza's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

QUICK & REILLY, INC.

QUICK & REILLY, INC.

SUMMIT FINANCIAL SERVICES GROUP, INC.

FISERV INVESTOR SERVICES, INC.

ESSEX NATIONAL SECURITIES, LLC

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

THE GENWEALTH GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/23/1993

Series 63

Date: 4/15/1993

SIE

Date: 10/1/2018

Series 7

Date: 4/8/1993

Series 24

Date: 7/2/2008

Current Firm

THE GENWEALTH GROUP, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE GENWEALTH GROUP, INC.

TRUST BUT VERIFY

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