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Leigh W. Fleming

ASCENSUS INVESTMENT ADVISORS
Pittsburgh, PA
Some features on this profile are disabled
CRD#: 5799702
LF

Professional summary

Leigh Winchester Fleming, who also goes by Leigh Winchester Fleming, Leigh Fleming, Leigh Carney Winchester, is a registered financial advisor currently at ASCENSUS INVESTMENT ADVISORS, LLC located in Pittsburgh, Pennsylvania and ASCENSUS BROKER DEALER SERVICES, LLC located in Dresher, Pennsylvania.

Leigh is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Leigh has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Leigh Winchester Fleming | Leigh Fleming | Leigh Carney Winchester

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 Leigh Winchester Fleming'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

May 19, 2026 - Present

ASCENSUS INVESTMENT ADVISORS, LLC

RIA
CRD#: 120632
Pittsburgh, PA
Current

May 8, 2026 - Present

ASCENSUS BROKER DEALER SERVICES, LLC

Office #1: 200 Dryden Road, Dresher, PA 19025
BD
CRD#: 36478
Dresher, PA
Past

July 1, 2022 - March 17, 2026

FRAGASSO FINANCIAL ADVISORS

RIA
CRD#: 123255
SEWICKLEY, PA
Past

December 18, 2021 - February 24, 2026

PRIVATE CLIENT SERVICES, LLC

BD
CRD#: 120222
Sewickley, 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".
AI
ASCENSUS INVESTMENT ADVISORS, LLC
ASCENSUS INVESTMENT ADVISORS, LLC | UPROMISE INVESTMENT ADVISORS, LLC

CRD#: 120632 / SEC#: 801-61492

RIA
Registered Investment Advisory firm - (9/27/2002 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Massachusetts
(5/19/2026)
RR
Pennsylvania
(5/8/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/25/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/17/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/17/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

AI
ASCENSUS INVESTMENT ADVISORS, LLC
ASCENSUS INVESTMENT ADVISORS, LLC | UPROMISE INVESTMENT ADVISORS, LLC

CRD#: 120632 / SEC#: 801-61492

RIA
Registered Investment Advisory firm - (9/27/2002 Approved)
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Contact information

Main Address
95 Wells Avenue Suite 160, Newton, MA 02459
Mailing Address
Phone number
(617) 454-6400
Established
Firm type
Fiscal year end
# of Employees
48

SEC notice filing (10 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (1/29/2026)

Regulatory assets under management

Total Number of Accounts10
AUM (Assets Under Management)$ 12,973,029,698

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/21/2026
Cover Page
Report
07/29/2024
Cover Page
Report
01/30/2024
Cover Page
Report

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

ASCENSUS INVESTMENT ADVISORS, LLC

CRD#: 120632Pittsburgh, PA

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