RL
Ross G. Leinweber
CEDAR ROAD CAPITAL LLC
Whitefish Bay, WI
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CRD#: 7362947
RL
Professional summary
Ross Gilbert Leinweber, CFA is a registered financial advisor currently at CEDAR ROAD CAPITAL LLC located in Whitefish Bay, Wisconsin.
Ross is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ross has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Cedar Road Realty; Investment Related = Yes; 861 E Glen Ave, Whitefish Bay, WI 53217; commercial property development and management firm; Owner; 02/2012; less than 8 hours per month; 0 hours during trading; manage operations.
CRS (Client Relationship Summary) - RIA
Click below to view Ross Gilbert Leinweber'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®
Experience
Current
June 3, 2021 - Present
CEDAR ROAD CAPITAL LLC
RIA
CRD#: 314426
Whitefish Bay, WI
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
Texas(6/3/2021)
IAR
Wisconsin(6/9/2021)
Exams
Current Firm
CR
CEDAR ROAD CAPITAL LLC
CEDAR ROAD CAPITAL LLC
CRD#: 314426 / SEC#:
Texas
Registered Investment Advisory firm - (5/5/2021 Conditional Restricted)Wisconsin
Registered Investment Advisory firm - (6/9/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Whitefish Bay, WI
Mailing Address
Phone number
(773) 317-7539
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 24 |
| AUM (Assets Under Management) | $ 38,840,775 |
Red Flags
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