Unclaimed Profile

David Michael Greenleigh

THE LUTS & GREENLEIGH GROUP, INC.·BETHESDA, Maryland

SIE, Series 7, Series 24, Series 31, Series 63, Series 65Clean record27 years registeredTHE LUTS & GREENLEIGH GROUP, INC.

7200 WISCONSIN AVENUE, BETHESDA, MD 20814CRD# 2925327Firm CRD# 305002

Profile Verification

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

Identity

David Michael Greenleigh · BETHESDA, MD

Registration

CRD #2925327 · THE LUTS & GREENLEIGH GROUP, INC. · 27 years registered

Brand Profile

Not yet started

Career History

LGG FINANCIAL

Oct 2019 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Sep 2012 – Nov 2019

BETHESDA, MD

MORGAN STANLEY

Jun 2009 – Oct 2012

BETHESDA, MD

CITIGROUP GLOBAL MARKETS INC.

Feb 2004 – Jun 2009

BETHESDA, MD

WACHOVIA SECURITIES, LLC

Jul 2003 – Mar 2004

VIENNA, VA

PRUDENTIAL SECURITIES INCORPORATED

Feb 1999 – Jul 2003

VIENNA, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · February 11, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE LUTS & GREENLEIGH GROUP, INC.

CRD 305002 · SEC 801-117324

AUM

$493M

Regulatory assets under management

Employees

759 client accounts

Services offered by THE LUTS & GREENLEIGH GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE LUTS & GREENLEIGH GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does David Michael Greenleigh offer?

David Michael Greenleigh specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BETHESDA, Maryland for a consultation.

What are David Michael Greenleigh's credentials?

David Michael Greenleigh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Michael Greenleigh located?

David Michael Greenleigh is based in BETHESDA, Maryland, working with THE LUTS & GREENLEIGH GROUP, INC.. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.

How does David Michael Greenleigh charge for services?

David Michael Greenleigh'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 LUTS & GREENLEIGH GROUP, INC.?

THE LUTS & GREENLEIGH GROUP, INC. has approximately 3 employees and manages $493M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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