Thomas W. Leidner

QP WEALTH MANAGEMENT

Haven, NJ

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CRD#: 5676589

Professional summary

Thomas William Leidner II, who also goes by Thom Leidner, Thomas W Leidner II, Thomas W Leidner, Thomas William Leidner, Thomas W Leidner Ii, Leidner W Thomas, is a registered financial advisor currently at QP WEALTH MANAGEMENT, LLC located in Haven, New Jersey.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Thomas has worked at 3 firms and has passed the Series 66, Series 7TO, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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) QP WEALTH MANAGEMENT, LLC. INVESTMENT RELATED BUSINESS. LOCATED AT 12 CHRISTOPHER WAY, SUITE 103, EATONTOWN, NJ 07724. RIA. TITLE IS CO-FOUNDER, CO-CIO, PM. STARTED 05/2019. DEVOTED 175 HRS/MO DURING TRADING. DUTIES ARE INVESTMENT ADVISING & PORTFOLIO MANAGEMENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas William Leidner II'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

May 14, 2019 - Present

QP WEALTH MANAGEMENT, LLC

RIA

CRD#: 301071

Haven, NJ

Past

May 10, 2019 - December 1, 2021

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Eatontown, NJ

Past

August 10, 2009 - May 14, 2019

MORGAN STANLEY

RIA

CRD#: 149777

SHREWSBURY, NJ

Past

July 8, 2009 - May 14, 2019

MORGAN STANLEY

CRD#: 149777

SHREWSBURY, NJ

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".

QP WEALTH MANAGEMENT, LLC

CGT WEALTH LLC | QP WEALTH MANAGEMENT, LLC

CRD#: 301071 / SEC#: 801-115196

RIA

Registered Investment Advisory firm - (5/1/2019 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

New Jersey
(5/14/2019)

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: 7/23/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/5/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 7/11/2011

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/7/2009

General Securities Representative Examination

Current Firm

QP WEALTH MANAGEMENT, LLC

CGT WEALTH LLC | QP WEALTH MANAGEMENT, LLC

CRD#: 301071 / SEC#: 801-115196

RIA

Registered Investment Advisory firm - (5/1/2019 Approved)

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Contact information

Main Address

2700 N Military Trail Suite 240, Boca Raton, FL 33431

Mailing Address

Phone number

(732) 526-2701

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (7/29/2025)

Regulatory assets under management

Total Number of Accounts	701
AUM (Assets Under Management)	$ 534,534,955

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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Thomas W. Leidner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas William Leidner II's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

QP WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/23/2009

Series 7TO

Date: 2/5/2024

SIE

Date: 10/1/2018

Series 31

Date: 7/11/2011

Series 7

Date: 7/7/2009

Current Firm

QP WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QP WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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