Unclaimed Profile

Andrew Ribelin Grider

LEELYN SMITH, LLC·GENEVA, Illinois

SIE, Series 7, Series 24, Series 63, Series 65CFAClean record14 years registeredLEELYN SMITH, LLC

10 N. THIRD STREET, GENEVA, IL 60134CRD# 5448972Firm CRD# 110517

Profile Verification

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

Identity

Andrew Ribelin Grider · GENEVA, IL

Registration

CRD #5448972 · LEELYN SMITH, LLC · 14 years registered

Brand Profile

Not yet started

Career History

LEELYN SMITH, LLC

Jul 2017 – present

LPL FINANCIAL LLC

Nov 2017 – Aug 2018

JOLIET, IL

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Feb 2012 – Dec 2017

GENEVA, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 23, 2012

Years registered · 14

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEELYN SMITH, LLC

CRD 110517 · SEC 801-113460

AUM

$603M

Regulatory assets under management

Employees

1,416 client accounts

Services offered by LEELYN SMITH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 LEELYN SMITH, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Ribelin Grider offer?

Andrew Ribelin Grider specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GENEVA, Illinois for a consultation.

What are Andrew Ribelin Grider's credentials?

Andrew Ribelin Grider holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Andrew Ribelin Grider located?

Andrew Ribelin Grider is based in GENEVA, Illinois, working with LEELYN SMITH, LLC. Their office serves clients in the GENEVA metropolitan area and surrounding communities.

How does Andrew Ribelin Grider charge for services?

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

How large is LEELYN SMITH, LLC?

LEELYN SMITH, LLC has approximately 19 employees and manages $603M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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