DL
David B. Leszcynski
GLOBAL FINANCIAL PLANNING GROUP
Troy, MI 48084
Some features on this profile are disabled
CRD#: 2913686
DL
Professional summary
David Brian Leszcynski, who also goes by David B Leszcynski, is a registered financial advisor currently at GLOBAL FINANCIAL PLANNING GROUP, LLC located in Troy, Michigan and LPL FINANCIAL LLC located in Troy, Michigan.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. David has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David B Leszcynski
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. 08/20/2010 - NON-VARIABLE INSURANCE DBA / GLOBAL FINANCIAL PLANNING GROUP, LLC / 5% OF TIME SPENT. 2. 02/14/2011 - DBA ONLY / GLOBAL FINANCIAL PLANNING GROUP, LLC 3. 03/29/2011 - REGISTERED INVESTMENT ADVISOR / GLOBAL FINANCIAL PLANNING GROUP, LLC / HYBRID / 50% OF TIME SPENT. 4. 12/17/2019 - Capitol Way Holdings, LLC - Investment Related - Clinton Twp. MI 48038 & Lewiston, MI 49756 - Real Estate Rental - Started 01/17/2012 - 0 Hours Per Month - Rental Home
CRS (Client Relationship Summary) - RIA
Click below to view David Brian Leszcynski'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®
NoneExperience
Current
January 26, 2011 - Present
GLOBAL FINANCIAL PLANNING GROUP, LLC
Office #1: 900 Wilshire Drive Suite 385, Troy, MI 48084RIA
CRD#: 114803
Troy, MI
Current
September 8, 2009 - Present
LPL FINANCIAL LLC
Office #1: 900 Wilshire Drive, Suite 385, Troy, MI 48084RIA
BD
CRD#: 6413
Troy, MI
Past
May 26, 2010 - October 29, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
TROY, MI
Past
October 10, 2002 - September 8, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
TROY, MI
Past
March 29, 2000 - October 9, 2002
SIGMA FINANCIAL CORPORATION
BD
CRD#: 14303
ANN ARBOR, MI
Past
November 12, 1998 - March 28, 2000
CITISTREET EQUITIES LLC
BD
CRD#: 7447
SOMERSET, NJ
Past
July 9, 1997 - November 20, 1998
MONY SECURITIES CORPORATION
BD
CRD#: 4386
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".
GF
GLOBAL FINANCIAL PLANNING GROUP, LLC
GLOBAL FINANCIAL PLANNING GROUP, LLC | R.O. DAVIES AND ASSOCIATES, INC. | R.O DAVIES AND ASSOCIATES, INC.
CRD#: 114803 / SEC#: 801-132883
RIA
Registered Investment Advisory firm - (5/30/2025 Approved)Florida
Registered Investment Advisory firm - (6/12/2025 Terminated)Michigan
Registered Investment Advisory firm - (6/12/2025 Terminated)Texas
Registered Investment Advisory firm - (6/12/2025 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/3/2011)
RR
Arizona(1/14/2011)
RR
Arkansas(1/14/2011)
RR
California(9/8/2009)
RR
Colorado(6/27/2017)
RR
Connecticut(1/25/2021)
RR
Florida(9/8/2009)
RR
Georgia(1/14/2011)
RR
Illinois(9/8/2009)
RR
Kentucky(9/8/2009)
RR
Maine(2/6/2012)
RR
Maryland(3/22/2021)
RR
Michigan(9/8/2009)
IAR
Michigan(1/26/2011)
RR
Missouri(2/9/2016)
RR
New York(1/13/2016)
RR
North Carolina(9/8/2009)
RR
Ohio(9/8/2009)
RR
Oregon(9/29/2021)
RR
South Carolina(1/14/2011)
RR
Texas(1/14/2011)
IAR
Texas(7/31/2017)
RR
Virginia(1/11/2016)
RR
Washington(1/14/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GF
GLOBAL FINANCIAL PLANNING GROUP, LLC
GLOBAL FINANCIAL PLANNING GROUP, LLC | R.O. DAVIES AND ASSOCIATES, INC. | R.O DAVIES AND ASSOCIATES, INC.
CRD#: 114803 / SEC#: 801-132883
RIA
Registered Investment Advisory firm - (5/30/2025 Approved)Florida
Registered Investment Advisory firm - (6/12/2025 Terminated)Michigan
Registered Investment Advisory firm - (6/12/2025 Terminated)Texas
Registered Investment Advisory firm - (6/12/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
900 Wilshire Drive Suite 385, Troy, MI 48084
Mailing Address
Phone number
(248) 643-4820
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 551 |
| AUM (Assets Under Management) | $ 125,636,414 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GLOBAL FINANCIAL PLANNING GROUP, LLC
CRD#: 114803Troy, MI 48084TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
