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Denise Janice Leish

LEISH, DENISE JANICE·SILVER SPRING, Maryland
Series 65Clean record27 years registeredLEISH, DENISE JANICE
8701 GEORGIA AVE, SILVER SPRING, MD 20910CRD# 2088024Firm CRD# 104694

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Denise Janice Leish · SILVER SPRING, MD
Registration
CRD #2088024 · LEISH, DENISE JANICE · 27 years registered
Brand Profile
Not yet started
01

Career History

MONEY PLANS
Mar 1999 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 1, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LEISH, DENISE JANICE
CRD 104694 · SEC 801-25959
AUM
$62M
Regulatory assets under management
Employees
1
229 client accounts
Services offered by LEISH, DENISE JANICE
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 LEISH, DENISE JANICE →
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Frequently Asked Questions

What services does Denise Janice Leish offer?
Denise Janice Leish specializes in Financial Planning, Investment Management. Contact their office in SILVER SPRING, Maryland for a consultation.
What are Denise Janice Leish's credentials?
Denise Janice Leish is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Denise Janice Leish located?
Denise Janice Leish is based in SILVER SPRING, Maryland, working with LEISH, DENISE JANICE. Their office serves clients in the SILVER SPRING metropolitan area and surrounding communities.
How does Denise Janice Leish charge for services?
Denise Janice Leish'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 LEISH, DENISE JANICE?
LEISH, DENISE JANICE has approximately 1 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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