Leigh A. Mast

L2 ASSET MANAGEMENT

Grand Rapids, MI

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CRD#: 6561594

Professional summary

Leigh Allison Mast, CFP®, who also goes by Leigh Allison Platt, is a registered financial advisor currently at L2 ASSET MANAGEMENT, LLC located in Grand Rapids, Michigan.

Leigh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Leigh has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Leigh Allison Platt

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.

Instacart 50 Beale St #600 San Francisco, CA 94105 Non- Investment related 01/2/21- Present 5-8 hours per week

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leigh Allison Mast'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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

December 2, 2024 - Present

L2 ASSET MANAGEMENT, LLC

RIA

CRD#: 172688

Grand Rapids, MI

Past

October 10, 2017 - July 12, 2024

VOISARD ASSET MANAGEMENT GROUP

RIA

CRD#: 118048

GRAND RAPIDS, MI

Past

December 21, 2015 - October 17, 2016

PRINCIPAL SECURITIES, INC.

CRD#: 1137

Grand Rapids, MI

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".

L2 ASSET MANAGEMENT, LLC

CRD#: 172688 / SEC#: 801-107084

RIA

Registered Investment Advisory firm - (1/12/2016 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

Massachusetts
(12/2/2024)

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: 10/10/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/11/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/17/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/21/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

L2 ASSET MANAGEMENT, LLC

CRD#: 172688 / SEC#: 801-107084

RIA

Registered Investment Advisory firm - (1/12/2016 Approved)

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Contact information

Main Address

Wayland, MA

Mailing Address

Phone number

(508) 350-7150

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROCHURE OF L2 ASSET MANAGEMENT, LLC (3/27/2025)

Regulatory assets under management

Total Number of Accounts	41
AUM (Assets Under Management)	$ 819,575,386

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

SEC / JURISDICTION	REPORTING STATUS	EFFECTIVE DATE
SEC	ERA - Withdrawn	12/17/2015
Massachusetts	ERA - Withdrawn	12/17/2015

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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Firm Stability Insights

Leigh A. Mast

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leigh Allison Mast's CRS (Customer Relationship Summary).

Certified licenses

Experience

VOISARD ASSET MANAGEMENT GROUP

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

L2 ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/10/2017

Series 63

Date: 1/11/2016

SIE

Date: 10/17/2016

Series 6

Date: 12/21/2015

Current Firm

L2 ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Exempt reporting advisers

Red Flags

Company Information

L2 ASSET MANAGEMENT, LLC

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