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ZL

Zachary B. Leander

LEANDER WEALTH MANAGEMENT
SALT LAKE CITY, UT
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CRD#: 6970657
ZL
Zachary Bennett LeanderLEANDER WEALTH MANAGEMENT

Professional summary


Zachary Bennett Leander, who also goes by Zachary Bennett Leander Mr, Zachary Leander, is a registered financial advisor currently at LEANDER WEALTH MANAGEMENT LLC located in Salt Lake City, Utah.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Zachary has worked at 5 firms and has passed the Series 65, Series 63, Series 3, Series 7TO, SIE, Series 6 and Series 4 exams.

At a Glance


Always Fiduciary

Aliases


Zachary Bennett Leander Mr | Zachary Leander

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) Licensed Insurance Agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Zachary Bennett Leander'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

August 17, 2026 - Present

LEANDER WEALTH MANAGEMENT LLC

RIA
CRD#: 343266
SALT LAKE CITY, UT
Past

April 24, 2024 - May 21, 2026

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Salt Lake City, UT
Past

April 2, 2024 - May 21, 2026

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
SALT LAKE CITY, UT
Past

October 20, 2020 - April 2, 2024

TASTYTRADE, INC.

BD
CRD#: 277027
CHICAGO, IL
Past

August 31, 2018 - October 7, 2020

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
JERSEY CITY, NJ

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
Utah
(8/17/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/12/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/8/2020
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


LW
LEANDER WEALTH MANAGEMENT LLC
LEANDER WEALTH MANAGEMENT | LEANDER WEALTH MANAGEMENT LLC

CRD#: 343266 / SEC#:

Utah
Registered Investment Advisory firm - (8/17/2026 Approved)
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Contact information


Main Address
Salt Lake City, UT
Mailing Address
Phone number
(630) 808-7404
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

Red Flags


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Company Information


LEANDER WEALTH MANAGEMENT LLC

CRD#: 343266Salt Lake City, UT

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