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Andrea Nicole Gleason

THE GLEASON GROUP, INC.·PROSPECT, Kentucky
Series 65Clean record11 years registeredTHE GLEASON GROUP, INC.
9418 NORTON COMMONS BOULEVARD, PROSPECT, KY 40059CRD# 6492857Firm CRD# 175104

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrea Nicole Gleason · PROSPECT, KY
Registration
CRD #6492857 · THE GLEASON GROUP, INC. · 11 years registered
Brand Profile
Not yet started
01

Career History

THE GLEASON GROUP, INC.
May 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 15, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE GLEASON GROUP, INC.
CRD 175104 · SEC 801-96195
AUM
$785M
Regulatory assets under management
Employees
9
946 client accounts
Services offered by THE GLEASON GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE GLEASON GROUP, INC. →
Introduction

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05

Frequently Asked Questions

What services does Andrea Nicole Gleason offer?
Andrea Nicole Gleason specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PROSPECT, Kentucky for a consultation.
What are Andrea Nicole Gleason's credentials?
Andrea Nicole Gleason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrea Nicole Gleason located?
Andrea Nicole Gleason is based in PROSPECT, Kentucky, working with THE GLEASON GROUP, INC.. Their office serves clients in the PROSPECT metropolitan area and surrounding communities.
How does Andrea Nicole Gleason charge for services?
Andrea Nicole Gleason's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE GLEASON GROUP, INC.?
THE GLEASON GROUP, INC. has approximately 9 employees and manages $785M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE GLEASON GROUP, INC.

Gavin T. Gleason
PROSPECT, KY

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