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SL

Shawn M. Leayman

TRIAD WEALTH PARTNERS
Allentown, PA 18104
Some features on this profile are disabled
CRD#: 5567528
SL

Professional summary

Shawn Michael Leayman is a registered financial advisor currently at TRIAD WEALTH PARTNERS, LLC located in Allentown, Pennsylvania.

Shawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Shawn has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shawn Michael Leayman'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

December 22, 2025 - Present

TRIAD WEALTH PARTNERS, LLC

Office #1: 1605 N. Cedar Crest Blvd. Suite 504, Allentown, PA 18104Office #2: 54 Old Highway 22 Suite 222, Clinton, NJ 08809Office #3: 140 S Beach Street Suite 108, Daytona Beach, FL 32114
RIA
CRD#: 326523
Allentown, PA
Past

March 28, 2017 - August 24, 2017

G.F. INVESTMENT SERVICES, LLC

BD
CRD#: 132939
Easton, PA
Past

July 10, 2015 - December 31, 2016

PACKERLAND BROKERAGE SERVICES, INC.

BD
CRD#: 37031
Bethlehem, PA
Past

January 29, 2015 - May 5, 2015

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
BETHLEHEM, PA
Past

February 29, 2012 - June 19, 2014

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
COOPERSBURG, PA
Past

February 24, 2010 - September 6, 2011

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ALLENTOWN, PA
Past

September 29, 2008 - December 10, 2009

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
ALLENTOWN, PA

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".
TW
TRIAD WEALTH PARTNERS, LLC
CHADWICK FINANCIAL | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMEMTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL

CRD#: 326523 / SEC#: 801-128150

RIA
Registered Investment Advisory firm - (6/9/2023 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.

Highlighted states indicate IAR registrations

IAR
Florida
(2/3/2026)
IAR
New Jersey
(2/9/2026)
IAR
Pennsylvania
(12/22/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/22/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/5/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/8/2025
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/26/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

TW
TRIAD WEALTH PARTNERS, LLC
CHADWICK FINANCIAL | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMEMTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL

CRD#: 326523 / SEC#: 801-128150

RIA
Registered Investment Advisory firm - (6/9/2023 Approved)
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Contact information

Main Address
730 New Hampshire St., Unit 222, Lawrence, KS 66044
Mailing Address
Phone number
(785) 830-0000
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (37 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRIAD WEALTH PARTNERS INSTITUTIONAL RIA (3/26/2025)
TRIAD WEALTH PARTNERS ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts2,978
AUM (Assets Under Management)$ 424,994,398

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.

Company Information

TRIAD WEALTH PARTNERS, LLC

CRD#: 326523Allentown, PA 18104

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