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For Advisors
FL

Forrest M. Leichtberg

FORREST MICHAEL LEICHTBERG
Carpinteria, CA
CRD#: 8218216
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FL
Forrest Michael LeichtbergFORREST MICHAEL LEICHTBERG

Professional summary

Forrest Michael Leichtberg is a registered financial advisor currently at FORREST MICHAEL LEICHTBERG located in Carpinteria, California.

Forrest is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Forrest has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Forrest Michael Leichtberg'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

March 3, 2026 - Present

FORREST MICHAEL LEICHTBERG

RIA
CRD#: 340688
Carpinteria, CA

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
California
(3/3/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/28/2026
Uniform Investment Adviser Law Examination

Current Firm

FM
FORREST MICHAEL LEICHTBERG
FORREST MICHAEL LEICHTBERG | LEICHTBERG, FORREST MICHAEL | LEICHTBERG, FORREST

CRD#: 340688 / SEC#:

California
Registered Investment Advisory firm - (2/3/2026 Approved)
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Contact information

Main Address
Carpinteria, CA
Mailing Address
133 East De La Guerra Street 63, Santa Barbara, CA 93101
Phone number
(805) 724-4947
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

FORREST MICHAEL LEICHTBERG

CRD#: 340688Carpinteria, CA

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