Marian L. Leuby

THE HENDRICKSON ADVISORY GROUP

Columbus, OH 43220

Some features on this profile are disabled

CRD#: 4672996

Professional summary

Marian Lee Leuby, who also goes by Marian Lee Dahman, Marian Lee Pysarchuk, is a registered financial advisor currently at THE HENDRICKSON ADVISORY GROUP, INC. located in Columbus, Ohio.

Marian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Marian has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marian Lee Dahman | Marian Lee Pysarchuk

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.

REGISTRANT IS VICE PRESIDENT OF HENDRICKSON & HENDRICKSON, INC., PRIMARILY A LICENSED GROUP HEALTH AND LIFE INSURANCE AGENCY IN OHIO.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marian Lee Leuby'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®

None

Experience

Current

January 23, 2004 - Present

THE HENDRICKSON ADVISORY GROUP, INC.

Office #1: 4700 Reed Road, Suite I, Columbus, OH 43220

RIA

CRD#: 121514

Columbus, OH

Past

December 10, 1999 - September 15, 2003

HAMILTON CAPITAL

RIA

CRD#: 109116

COLUMBUS, OH

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

Ohio
(1/23/2004)

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 65

Date: 9/1/1999

Uniform Investment Adviser Law Examination

Current Firm

THE HENDRICKSON ADVISORY GROUP, INC.

CRD#: 121514 / SEC#:

Florida

Registered Investment Advisory firm - (6/16/2025 Approved)

Illinois

Registered Investment Advisory firm - (4/29/2020 Approved)

Ohio

Registered Investment Advisory firm - (10/25/1999 Approved)

Texas

Registered Investment Advisory firm - (1/3/2005 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4700 Reed Road Suite I, Columbus, OH 43220

Mailing Address

P.o. Box 20437, Columbus, OH 43220

Phone number

(614) 459-6196

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Andrew Lehman

INSPIRE ADVISORS, LLC

IAR

Columbus, OH

James Bowman

JANNEY MONTGOMERY SCOTT LLC

IAR

Columbus (grandview), OH

Cody Anderson

J.P. MORGAN SECURITIES LLC

IAR

UPPER ARLINGTON, OH

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Marian L. Leuby

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marian Lee Leuby's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE HENDRICKSON ADVISORY GROUP, INC.

HAMILTON CAPITAL

State Registrations and Notice Filings

Exams

Series 65

Date: 9/1/1999

Current Firm

THE HENDRICKSON ADVISORY GROUP, INC.

Contact information

Documents

Red Flags

Company Information

THE HENDRICKSON ADVISORY GROUP, INC.

TRUST BUT VERIFY

Similar Advisors