LB
Leah C. Burnett
AURORA WEALTH ADVISORS
San Diego, CA 92131
Some features on this profile are disabled
CRD#: 3256015
LB
Professional summary
Leah Crystal Burnett, who also goes by Leah Burnett, Leah Crystal Frederick, Leah Crystal Serrano, is a registered financial advisor currently at AURORA WEALTH ADVISORS located in San Diego, California and GLADSTONE WEALTH PARTNERS located in San Diego, California.
Leah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Leah has worked at 8 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Leah Burnett | Leah Crystal Frederick | Leah Crystal Serrano
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) 10/13/2025- Aurora Wealth Advisors - Non-Variable Insurance - Investment Related - San Diego, CA 92131 - OBA Start Date: 09/29/2025 - 10 Hrs/Mth - 2 Hrs During Trading. 2. 10/13/2025- Aurora Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related -San Diego, CA 92131 - OBA Start Date: 09/17/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 3. 10/13/2025- Sandena, Inc. - Business Entity For Tax/Investment Purposes Only - Not Investment Related - San Diego, CA 92131 - OBA Start Date: 09/21/2018 - 5 Hrs/Mth - 2 Hrs During Trading . 4. 10/13/2025 - FreeBurn LLC - Real Estate Rental - Investment Related - Arvada, CO 80005 - OBA Start Date: 03/14/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 5) 10/23/2025 - Aurora Wealth Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:12/20/2018 - 100 Hrs/Mth - 60 Hrs During Trading. 6) 10/24/2025 - Aurora Wealth Advisors - Investment Related - Registered Investment Advisor - At Reported Business Location(s) - Start Date:10/10/2018 - 0 Hrs/Mth - 0 Hrs During Trading. 7) 10/24/2025 - Gladstone Institutional Advisory, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:09/17/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Gladstone Institutional Advisory, LLC, an independent investment advisor firm. I started this business activity in 9/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8) 10/24/2025 - Aurora Wealth Advisors - Investment Related -Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:09/17/2025 - 160 Hrs/Mth - 8 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Leah Crystal Burnett'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 12, 2023 - Present
AURORA WEALTH ADVISORS
Office #1: 9915 Mira Mesa Boulevard Suite 240, San Diego, CA 92131RIA
CRD#: 322947
San Diego, CA
Current
October 14, 2025 - Present
GLADSTONE WEALTH PARTNERS
Office #1: 9915 Mira Mesa Blvd. Suite 110, San Diego, CA 92131RIA
CRD#: 250787
San Diego, CA
Current
October 13, 2025 - Present
LPL FINANCIAL LLC
Office #1: 9915 Mira Mesa Blvd Suite 240, San Diego, CA 92131RIA
BD
CRD#: 6413
SAN DIEGO, CA
Past
January 13, 2023 - October 13, 2025
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
San Diego, CA
Past
January 11, 2002 - January 18, 2023
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
BELLEFONTAINE, OH
Past
January 3, 2002 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
January 3, 2002 - January 18, 2023
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
BELLEFONTAINE, OH
Past
November 20, 2000 - April 26, 2001
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Past
November 1, 1999 - November 15, 2000
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
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".
GW
GLADSTONE WEALTH PARTNERS
AFFINITY WEALTH MANAGEMENT GROUP | WHITE OAK WEALTH PARTNERS | WEALTH FORMAT SYSTEMS, LLC. | TRUE VISION FINANCIAL ADVISORS | THE TEMPLAR FINANCIAL GROUP, LLC | THE CHOICE GROUP | SYMMETRY WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISOR GROUP | SSNA WEALTH | SILVERLEAF WEALTH MANAGEMENT | PUZZLE WEALTH SOLUTIONS, LLC | PUZZLE WEALTH SOLUTIONS LLC | PUZZLE WEALTH PARTNERS | PUZZLE ICS | PRIVATE WEALTH GROUP | PLATINUM WEALTH ADVISORS | PINNACLE WEALTH MANAGEMENT | PERSPECTIVE WEALTH PLANNING | PEAK WEALTH PARTNERS | PALMIERI FINANCIAL GROUP | MCKEE WEALTH MANAGEMENT INC. | MCKEE FINANCIAL, LLC | MCKEE FINANCIAL RESOURCES, INC | MCKEE FINANCIAL RESOURCES INC. | MASTRODIMOS WEALTH GROUP | LIMESTONE FINANCIAL GROUP | LAU WEALTH MANAGEMENT | KEY FINANCIAL ADVISORS, LLC | JOCKEY HOLLOW FINANCIAL SERVICES, LLC | IRUS WEALTH MANAGEMENT | INVESTMENT BY PLANNERS | INTEGRITY WEALTH | INTEGRITY POINT ADVISORS | HOFFMAN FINANCIAL STRATEGIES | HENRY AND HANNAY WEALTH MANAGEMENT | HEARTLAND RETIREMENT GROUP WEALTH MANAGEMENT | HEALTH MEETS WEALTH ADVISORS | GREEN RIDGE WEALTH PLANNING | GLADSTONE WEALTH PARTNERS | GLADSTONE WEALTH GROUP | GLADSTONE INSTITUTIONAL ADVISORY LLC | GLADSTONE CAPITAL MANAGEMENT | FREEDOM INVESTMENT MANAGEMENT GROUP | FOCUSED WEALTH, LLC. | CARBON WEALTH MANAGEMENT INC. | BLUESTONE WEALTH ADVISORS | AVANCE PRIVATE WEALTH MANAGEMENT | AURORA WEALTH ADVISORS | AS WEALTH MANAGEMENT LLC | AFFLUENT WEALTH CONSULTING LLC
CRD#: 250787 / SEC#: 801-101532
RIA
Registered Investment Advisory firm - (7/28/2015 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.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
IAR
California(1/12/2023)
RR
California(10/13/2025)
RR
Colorado(10/13/2025)
RR
New York(10/19/2025)
IAR
Texas(1/12/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/13/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GW
GLADSTONE WEALTH PARTNERS
AFFINITY WEALTH MANAGEMENT GROUP | WHITE OAK WEALTH PARTNERS | WEALTH FORMAT SYSTEMS, LLC. | TRUE VISION FINANCIAL ADVISORS | THE TEMPLAR FINANCIAL GROUP, LLC | THE CHOICE GROUP | SYMMETRY WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISOR GROUP | SSNA WEALTH | SILVERLEAF WEALTH MANAGEMENT | PUZZLE WEALTH SOLUTIONS, LLC | PUZZLE WEALTH SOLUTIONS LLC | PUZZLE WEALTH PARTNERS | PUZZLE ICS | PRIVATE WEALTH GROUP | PLATINUM WEALTH ADVISORS | PINNACLE WEALTH MANAGEMENT | PERSPECTIVE WEALTH PLANNING | PEAK WEALTH PARTNERS | PALMIERI FINANCIAL GROUP | MCKEE WEALTH MANAGEMENT INC. | MCKEE FINANCIAL, LLC | MCKEE FINANCIAL RESOURCES, INC | MCKEE FINANCIAL RESOURCES INC. | MASTRODIMOS WEALTH GROUP | LIMESTONE FINANCIAL GROUP | LAU WEALTH MANAGEMENT | KEY FINANCIAL ADVISORS, LLC | JOCKEY HOLLOW FINANCIAL SERVICES, LLC | IRUS WEALTH MANAGEMENT | INVESTMENT BY PLANNERS | INTEGRITY WEALTH | INTEGRITY POINT ADVISORS | HOFFMAN FINANCIAL STRATEGIES | HENRY AND HANNAY WEALTH MANAGEMENT | HEARTLAND RETIREMENT GROUP WEALTH MANAGEMENT | HEALTH MEETS WEALTH ADVISORS | GREEN RIDGE WEALTH PLANNING | GLADSTONE WEALTH PARTNERS | GLADSTONE WEALTH GROUP | GLADSTONE INSTITUTIONAL ADVISORY LLC | GLADSTONE CAPITAL MANAGEMENT | FREEDOM INVESTMENT MANAGEMENT GROUP | FOCUSED WEALTH, LLC. | CARBON WEALTH MANAGEMENT INC. | BLUESTONE WEALTH ADVISORS | AVANCE PRIVATE WEALTH MANAGEMENT | AURORA WEALTH ADVISORS | AS WEALTH MANAGEMENT LLC | AFFLUENT WEALTH CONSULTING LLC
CRD#: 250787 / SEC#: 801-101532
RIA
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Contact information
Main Address
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408
Mailing Address
1545 Us-206 Suite 300, Bedminster, NJ 07921
Phone number
(908) 719-1313
Established
Firm type
Fiscal year end
# of Employees
163
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 17,810 |
| AUM (Assets Under Management) | $ 4,943,971,956 |
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.
