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AG

Andrew Ribelin Grider

LEELYN SMITH

GENEVA, IL

·CRD# 5448972·18 years experience

Professional Summary

Andrew Ribelin Grider is a registered financial advisor currently at LEELYN SMITH, LLC located in Geneva, Illinois and LPL FINANCIAL LLC located in Geneva, Illinois. Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Andrew has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

18 years in the financial services industry

Current & Past Employments

LEELYN SMITH, LLC·CRD# 110517

RIA

10 N. Third Street, Geneva, IL 60134

July 18, 2017 - Present

LPL FINANCIAL LLC·CRD# 6413

RIA

BD

1. 10 N. Third Street, Geneva, IL 601342. 700 Commerce Drive Ste 500, Oak Brook, IL 60523

November 29, 2017 - Present

LPL FINANCIAL LLC·CRD# 6413

RIA

Joliet, IL

November 29, 2017 - August 31, 2018

NATIONAL PLANNING CORPORATION·CRD# 29604

RIA

Geneva, IL

February 23, 2012 - December 5, 2017

NATIONAL PLANNING CORPORATION·CRD# 29604

BD

Geneva, IL

January 7, 2011 - November 29, 2017

SECURITIES AMERICA, INC.·CRD# 10205

BD

Geneva, IL

October 3, 2008 - January 10, 2011

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Current Firm

LS

LEELYN SMITH, LLC

EMERGENT PARTNERS | THE RETIREMENT NETWORK, LTD. | THE RETIREMENT NETWORK | LEELYN SMITH, LLC

CRD#: 110517 / SEC#: 801-113460

RIA

Registered Investment Advisory firm - SEC (6/14/2018 Approved)

Illinois

Registered Investment Advisory firm - Illinois (6/19/2018 Terminated)

Texas

Registered Investment Advisory firm - Texas (12/31/2002 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).

Contact Information

Main Address

10 N. Third Street, Geneva, IL 60134

Phone Number

(630) 232-8995

# of Employees

38

SEC notice filing (16 States and Territories)

Registered to provide investment advisory services in 16 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LEELYN SMITH, LLC FORM ADV PART 2A, APPENDIX 1 WRAP FEE BROCHURE (3/20/2026)

LEELYN SMITH, LLC FORM ADV PART 2A (3/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,659

AUM (Assets Under Management)

$852,292,185

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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. 1/9/2018 - The Retirement Network, Ltd. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/30/2017 - 40 Hours Per Month During Securities Trading. 2. 5/11/2018 - THE RETIREMENT NETWORK LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - PRESIDENT/IAR - Started 11/29/2017 - 20 Hours Per Month During Securities Trading - I provide investment advisory services through The Retirement Network LTD, an independent investment advisor firm. I started this business activity in 11/29/2017. I expect to spend approximately 20 hours per month] on this activity. Please see the Form ADV of the advisory firm 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. 3. 6/22/2018 - The Retirement Network - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date: 06/20/2018 - 1 Hour Per Month/1 Hour During Securities Trading. 4. 06/20/2019 - State And Third, LLC - Investment related - Geneva, IL 60134 - Real Estate Rental - start date:06/12/2019 - 2 hrs/mo - 1 hr during trading. 5. 06/20/2019 - 10 North Third, LLC - Investment related - Geneva, IL 60134 - Real Estate Rental - start date:06/12/2019 - 2 hrs/mo - 1 hr during trading. 6. 06/24/2019 - The Retirement Network - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/21/2019 - 100 Hours Per Month/100 Hours During Securities Trading. 7. 3/12/2020 - Leelyn Smith - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2/4/2020. 8. 5/11/2020 - Leelyn Smith Tax, LLC - DBA: Leelyn Smith - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner - Started 3/12/2020. 9. 3/31/2023 - Leelyn Smith LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 02/04/2020 - 150 Hours Per Month/150 Hours During Securities Trading - I provide investment advisory services through Leelyn Smith LLC, an independent investment advisor firm. I started this business activity in 02/2022. I expect to spend approximately 150 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. 10. 05/11/2023 - Andrew R Grider, Inc. - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date 04/16/2020 - 1 Hour Per Month/1 Hour During Securities Trading 11. 05/19/2023 - Emergent Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 03/01/2023 - 5 Hours Per Month/5 Hours During Securities Trading

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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".

LS

LEELYN SMITH, LLC

EMERGENT PARTNERS | THE RETIREMENT NETWORK, LTD. | THE RETIREMENT NETWORK | LEELYN SMITH, LLC

CRD#: 110517 / SEC#: 801-113460

RIA

Registered Investment Advisory firm - SEC (6/14/2018 Approved)

Illinois

Registered Investment Advisory firm - Illinois (6/19/2018 Terminated)

Texas

Registered Investment Advisory firm - Texas (12/31/2002 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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(11/29/2017)

RR

Arizona
(11/29/2017)

RR

Arkansas
(11/29/2017)

RR

California
(11/29/2017)

RR

Colorado
(11/29/2017)

RR

Connecticut
(6/13/2019)

RR

Florida
(11/29/2017)

RR

Georgia
(11/29/2017)

IAR

Illinois
(7/18/2017)

RR

Illinois
(11/29/2017)

RR

Indiana
(11/29/2017)

RR

Iowa
(3/22/2019)

RR

Kansas
(11/29/2017)

RR

Kentucky
(11/29/2017)

RR

Louisiana
(3/22/2019)

RR

Massachusetts
(12/6/2021)

RR

Michigan
(11/29/2017)

RR

Minnesota
(11/29/2017)

RR

Mississippi
(1/4/2021)

RR

Missouri
(11/29/2017)

RR

Montana
(11/29/2017)

RR

Nebraska
(6/13/2019)

RR

Nevada
(11/29/2017)

RR

New Hampshire
(7/6/2023)

RR

New Jersey
(11/29/2017)

RR

New Mexico
(9/10/2021)

RR

New York
(11/29/2017)

RR

North Carolina
(11/29/2017)

RR

North Dakota
(1/2/2021)

RR

Ohio
(11/29/2017)

RR

Oklahoma
(6/13/2019)

RR

Pennsylvania
(6/13/2019)

RR

Puerto Rico
(5/10/2025)

RR

South Carolina
(11/29/2017)

RR

Tennessee
(11/29/2017)

RR

Texas
(11/29/2017)

IAR

Texas
(6/19/2018)

RR

Utah
(5/6/2021)

RR

Virginia
(11/29/2017)

RR

Washington
(11/8/2022)

RR

West Virginia
(11/29/2017)

RR

Wisconsin
(11/29/2017)

RR

Wyoming
(2/28/2018)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2011About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2009About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2008About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Aug 2014About the Series 24 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Andrew Ribelin Grider's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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AG

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