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AK

Andrew Karay

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CRD#: 264308
AK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Andrew Karay, who also goes by Andy Karay, was a registered financial professional .

Andrew is a previously registered financial professional and started their career in finance in 1966. Andrew had worked at 11 firms and has passed the Series 65, Series 63, PC, Series 000, Series 1, Series 53, Series 24, Series 12 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andy Karay

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 13, 2000 - December 7, 2000

LEONARD & COMPANY

BD
CRD#: 36527
TROY, MI
Past

February 11, 1998 - March 13, 2000

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

November 1, 1993 - January 8, 1998

NORTH AMERICAN FINANCIAL GROUP, INC.

BD
CRD#: 22273
WARREN, MI
Past

August 21, 1992 - October 22, 1993

RONEY & CO. L.L.C.

BD
CRD#: 900
DETROIT, MI
Past

January 27, 1986 - August 20, 1992

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

December 21, 1981 - January 21, 1986

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

September 16, 1977 - January 12, 1982

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

August 27, 1976 - September 16, 1977

BACHE HALSEY STUART INC.

BD
CRD#: 7238
Past

February 27, 1976 - August 27, 1976

BACHE & CO INCORPORATED

BD
CRD#: 7058
Past

June 14, 1971 - February 27, 1976

BACHE & CO., INCORPORATED

BD
CRD#: 66
Past

September 12, 1966 - July 3, 1971

WATLING LERGHEN & COMPANY

BD
CRD#: 1000001

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/18/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
PC
Date: 6/13/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 000
Date: 9/8/1966
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 9/8/1966
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 12
Date: 12/23/1982
NYSE Branch Manager Examination
Principal/Supervisory Exam

Current Firm


L&
LEONARD & COMPANY
CAMBRIDGE CAPITAL MANAGEMENT, INC. | WEALTH LINK, A DIVISION OF LEONARD & COMPANY | THE MANN GROUP, A DVISION OF LEONARD & COMPANY | THE MANN GROUP, A DIVISION OF LEONARD & COMPANY | THE AGBAY GROUP, A DIVISION OF LEONARD & COMPANY | STRATEGIC ASSET ADVISORS, A DIVISION OF LEONARD & COMPANY | QUARTON PARTNERS, A DIVISION OF LEONARD & COMPANY | PLUMMER MCINERNEY GROUP WEALTH MANAGEMENT, A DIVISION OF LEONARD & COMPANY | LEONARD FINANCIAL CORPORATION | LEONARD CAPITAL MARKETS, A DIVISION OF LEONARD & COMPANY | LEONARD ASSET MANAGEMENT, A DIVISION OF LEONARD & COMPANY | LEONARD AND COMPANY | LEONARD & COMPANY | GREAT LAKES BAY FINANCIAL, A DIVISION OF LEONARD & COMPANY | DARVIN ASSET MANAGEMENT, A DIVISION OF LEONARD & COMPANY | CCM FINANCIAL CORPORATION

CRD#: 36527 / SEC#: 801-60035, 8-47298

BD
Terminated by SEC on 09/18/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Michigan since 10/18/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

LEONARD & COMPANY (3/29/2012)

Direct owners and executive officers


NamePositionCRD#
LEONARD-FRENCH HOLDINGS, INC.OWNER
FRENCH, DAINFORTH BAKER JRPRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER2406891
WEBER, DAVID KEITHCHIEF FINANCIAL OFFICER/FIN OP4797454

Disclosures


Regulatory Event13
Arbitration2

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


LEONARD & COMPANY

CRD#: 36527

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