Matthew S. Lerner
Professional summary
Matthew S Lerner, who also goes by Matt Lerner, Matthew Lerner, is a registered financial professional currently at THE LEADERS GROUP, INC. located in New York, New York.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2023. Matthew has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew S Lerner's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 18, 2023 - Present
THE LEADERS GROUP, INC.
Office #1: 550 5th Avenue 11th Floor, New York, NY, 10036State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/16/2025)
(1/16/2025)
(1/16/2025)
(1/8/2024)
(1/16/2025)
(1/16/2025)
Exams
Series 7TO
Date: 9/16/2023
General Securities Representative ExaminationFINRA
Current Firm
THE LEADERS GROUP, INC.
CRD#: 37157 / SEC#: , 8-47639
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 4 |
Red Flags
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