Leyland A. Lindie

FOGUTH WEALTH MANAGEMENT.

Troy, MI 48083

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CRD#: 6760564

Professional summary

Leyland Angus Lindie Jr., who also goes by Leyland A Lindie Jr., Leyland Angus Lindie, is a registered financial advisor currently at FOGUTH WEALTH MANAGEMENT, LLC. located in Troy, Michigan.

Leyland is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Leyland has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Leyland A Lindie Jr. | Leyland Angus Lindie

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.

Jacqueline Denise Moses, MD, PLLC - Psychiatry micro practice Practice Manager Development of auxiliary patient programs, practice management, social media, scheduling, etc.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leyland Angus Lindie Jr.'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

September 6, 2024 - Present

FOGUTH WEALTH MANAGEMENT, LLC.

Office #1: 215 East Big Beaver Suite 500, Troy, MI 48083

RIA

CRD#: 327434

Troy, MI

Past

March 1, 2023 - February 27, 2024

ALIGHT FINANCIAL ADVISORS, LLC

RIA

CRD#: 158744

East Lansing, MI

Past

March 21, 2022 - February 27, 2024

ALIGHT FINANCIAL SOLUTIONS, LLC

CRD#: 36509

CHICAGO, IL

Past

September 27, 2018 - July 7, 2020

J.P. MORGAN SECURITIES LLC

CRD#: 79

OKEMOS, MI

Past

April 5, 2018 - July 10, 2018

NYLIFE SECURITIES LLC

CRD#: 5167

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".

FOGUTH WEALTH MANAGEMENT, LLC.

CRD#: 327434 / SEC#: 801-128714

RIA

Registered Investment Advisory firm - (9/12/2023 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

Michigan
(9/6/2024)

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 66

Date: 2/13/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/9/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/25/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/5/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FOGUTH WEALTH MANAGEMENT, LLC.

CRD#: 327434 / SEC#: 801-128714

RIA

Registered Investment Advisory firm - (9/12/2023 Approved)

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Contact information

Main Address

325 W. Main St., Brighton, MI 48116

Mailing Address

Phone number

(810) 522-5650

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FWM ADV PART 2A FIRM BROCHURE (3/25/25) (3/27/2025)

Regulatory assets under management

Total Number of Accounts	3,683
AUM (Assets Under Management)	$ 439,609,115

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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Advisor Monitoring

Firm Stability Insights

Leyland A. Lindie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leyland Angus Lindie Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

ALIGHT FINANCIAL ADVISORS, LLC

ALIGHT FINANCIAL SOLUTIONS, LLC

J.P. MORGAN SECURITIES LLC

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

FOGUTH WEALTH MANAGEMENT, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/13/2023

Series 63

Date: 6/9/2018

Series 7TO

Date: 1/25/2023

SIE

Date: 10/1/2018

Series 6

Date: 4/5/2018

Current Firm

FOGUTH WEALTH MANAGEMENT, LLC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOGUTH WEALTH MANAGEMENT, LLC.

TRUST BUT VERIFY

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