Leanne L. Fee

STEWARDSHIP ADVISORS

Mount Joy, PA 17552

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CRD#: 4664019

Professional summary

Leanne L Fee, who also goes by Leanne L Adams, Leanne Lebo Adams, Leanne Kay Lebo Ms., Leanne Kay Lebo, is a registered financial advisor currently at STEWARDSHIP ADVISORS, LLC located in Mount Joy, Pennsylvania.

Leanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Leanne has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Leanne L Adams | Leanne Lebo Adams | Leanne Kay Lebo Ms. | Leanne Kay Lebo

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) 2005-Present: Notary Public/Not Investment Related/Mount Joy, PA/Notary/Involves up to 5% time each month, including during traditional business hours.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leanne L Fee'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®

None

Experience

Current

November 14, 2018 - Present

STEWARDSHIP ADVISORS, LLC

Office #1: 321 W. Main Street, Mount Joy, PA 17552

CRD#: 6555

BALTIMORE, MD

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".

STEWARDSHIP ADVISORS, LLC

CRD#: 277099 / SEC#: 801-108174

RIA

Registered Investment Advisory firm - (7/29/2016 Approved)

Pennsylvania

Registered Investment Advisory firm - (8/3/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Pennsylvania
(11/14/2018)

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 66

Date: 9/22/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/8/2004

General Securities Representative Examination

Current Firm

STEWARDSHIP ADVISORS, LLC

CRD#: 277099 / SEC#: 801-108174

RIA

Registered Investment Advisory firm - (7/29/2016 Approved)

Pennsylvania

Registered Investment Advisory firm - (8/3/2016 Terminated)

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Contact information

Main Address

321 W. Main Street, Mount Joy, PA 17552

Mailing Address

Phone number

(717) 492-4787

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STEWARDSHIP ADVISORS FORM ADV PART 2A-APPX 1 WRAP FEE BROCHURE (3/17/2025)

STEWARDSHIP ADVISORS FORM ADV PART 2 - RETIREMENT PLANS (3/17/2025)

STEWARDSHIP ADVISORS FORM ADV PART 2 (3/17/2025)

Regulatory assets under management

Total Number of Accounts	2,014
AUM (Assets Under Management)	$ 461,547,165

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.

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Firm Stability Insights

Leanne L. Fee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leanne L Fee's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

LEGG MASON WOOD WALKER, INCORPORATED

Primary Firm SEC Registration

STEWARDSHIP ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/22/2006

SIE

Date: 10/1/2018

Series 7

Date: 5/8/2004

Current Firm

STEWARDSHIP ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEWARDSHIP ADVISORS, LLC

TRUST BUT VERIFY

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