Unclaimed Profile

Leonard Jeffrey Stecklow

PROTECTED INVESTORS OF AMERICA·SAN FRANCISCO, California

SIE, Series 7, Series 7TO, Series 8, Series 9, Series 10, Series 24, Series 63CFPClean record8 years registeredPROTECTED INVESTORS OF AMERICA

235 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 1491219Firm CRD# 6082

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Leonard Jeffrey Stecklow · SAN FRANCISCO, CA

Registration

CRD #1491219 · PROTECTED INVESTORS OF AMERICA · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PROTECTED INVESTORS OF AMERICA

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Apr 2018 – Dec 2020

New York, NY

TD AMERITRADE, INC.

Apr 2018 – Jan 2021

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 8

Series 9

Series 10

Series 24

Series 63

Registration record

First registered · April 3, 2018

Years registered · 8

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PROTECTED INVESTORS OF AMERICA

CRD 6082 · SEC 801-10299

AUM

$608M

Regulatory assets under management

Employees

2,142 client accounts

Services offered by PROTECTED INVESTORS OF AMERICA

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PROTECTED INVESTORS OF AMERICA →

Introduction

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Frequently Asked Questions

What services does Leonard Jeffrey Stecklow offer?

Leonard Jeffrey Stecklow specializes in Financial Planning, Investment Management.

What are Leonard Jeffrey Stecklow's credentials?

Leonard Jeffrey Stecklow holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Leonard Jeffrey Stecklow located?

Leonard Jeffrey Stecklow is based in SAN FRANCISCO, California, last registered with PROTECTED INVESTORS OF AMERICA.

How does Leonard Jeffrey Stecklow charge for services?

Leonard Jeffrey Stecklow's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROTECTED INVESTORS OF AMERICA?

PROTECTED INVESTORS OF AMERICA has approximately 68 employees and manages $608M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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