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Ann Sharon Montgomery

LEELYN SMITH, LLC·GENEVA, Illinois
SIE, Series 7, Series 24, Series 63Clean recordLEELYN SMITH, LLC
10 N. THIRD STREET, GENEVA, IL 60134CRD# 4312002Firm CRD# 110517

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ann Sharon Montgomery · GENEVA, IL
Registration
CRD #4312002 · LEELYN SMITH, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
LEELYN SMITH, LLC
CRD 110517 · SEC 801-113460
AUM
$603M
Regulatory assets under management
Employees
19
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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04

Frequently Asked Questions

What services does Ann Sharon Montgomery offer?
Ann Sharon Montgomery specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GENEVA, Illinois for a consultation.
What are Ann Sharon Montgomery's credentials?
Ann Sharon Montgomery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ann Sharon Montgomery located?
Ann Sharon Montgomery is based in GENEVA, Illinois, working with LEELYN SMITH, LLC. Their office serves clients in the GENEVA metropolitan area and surrounding communities.
How does Ann Sharon Montgomery charge for services?
Ann Sharon Montgomery'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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Other Advisors at LEELYN SMITH, LLC

Kevin John Prendergast
GENEVA, IL
CFPCFA
Christopher Paul Mcmanama
GENEVA, IL
John Brian Dorn
GENEVA, IL
Samantha Ann Young
GENEVA, IL
Andrew Ribelin Grider
GENEVA, IL
CFA

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