Stephen Lee Leeb
Professional Summary
Stephen Lee Leeb, who also goes by Stephen Izenstark, Stephen Lee Leed, is a registered financial advisor currently at LEEB CAPITAL MANAGEMENT, INC. located in New York, New York. Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Stephen has worked at 1 firm and has passed the Series 65, Series 3 and Series 2 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Stephen Izenstark, Stephen Lee Leed
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
LEEB CAPITAL MANAGEMENT, INC. | MONEY GROWTH INSTITUTE INC
Contact Information
Main Address
40 West 37th Street Room 1003, New York, NY 10018Phone Number
(212) 653-1504# of Employees
8SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
98AUM (Assets Under Management)
$111,945,919Similar Advisors
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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.
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Primary Firm SEC Registration
LEEB CAPITAL MANAGEMENT, INC. | MONEY GROWTH INSTITUTE INC
State Registrations and Notice Filings
(6/29/2021)
(6/19/2006)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 2 — Non-Member General Securities Examination
Passed Sep 1994Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Stephen Lee Leeb's CRS (Customer Relationship Summary).
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