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Leo P. Wetter

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CRD#: 864543
LW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Leo Peter Wetter was a registered financial professional .

Leo is a previously registered financial professional and started their career in finance in 1988. Leo had worked at 6 firms and has passed the Series 63, Series 7 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 4, 2013 - December 13, 2013

MERRION SECURITIES, LLC

BD
CRD#: 30145
CRANFORD, NJ
Past

October 29, 2007 - September 19, 2012

COMPASS SECURITIES CORPORATION

BD
CRD#: 16168
BRAINTREE, MA
Past

October 25, 2000 - May 4, 2006

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
NEW YORK CITY, NY
Past

May 1, 2000 - August 24, 2000

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

November 16, 1994 - May 10, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

December 21, 1988 - September 13, 1994

YAMAICHI INTERNATIONAL (AMERICA) INC.

BD
CRD#: 909
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/30/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 4/2/1979
Registered Representative Examination

Current Firm


MS
MERRION SECURITIES, LLC
MERRION ALTERNATIVE INVESTMENTS | MERRION SECURITIES, LLC | MERRION GROUP, LLC | MERRION GROUP, L.P.

CRD#: 30145 / SEC#: , 8-44770

BD
Terminated by SEC on 12/11/2022
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Contact information


Main Address
Mailing Address
Phone number
Established
New Jersey since 05/01/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WIGTON, WILLIAM BENSONCHIEF EXECUTIVE OFFICER806775
ERB, DAVID EDWINREGISTERED OPTIONS PRINCIPAL4572290
ROGERS, RANDOLPH CHRISTIANCHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER4821597
SPINDEL, HOWARDFINANCIAL OPERATIONS PRINCIPAL708042

Disclosures


Regulatory Event6

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


MERRION SECURITIES, LLC

CRD#: 30145

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