Unclaimed Profile

David Keith Weber

LEONARD & COMPANY·TROY, Michigan

SIE, Series 7, Series 27, Series 63, Series 6513 years registeredLEONARD & COMPANY

1450 W. LONG LAKE ROAD, TROY, MI 48098CRD# 4797454Firm CRD# 36527

Profile Verification

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

Identity

David Keith Weber · TROY, MI

Registration

CRD #4797454 · LEONARD & COMPANY · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEONARD & COMPANY

CSSC INVESTMENT ADVISORY SERVICES, INC.

Oct 2013 – Nov 2016

TROY, MI

L.M. KOHN & COMPANY

Apr 2013 – Oct 2013

TROY, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 27

Series 63

Series 65

Registration record

First registered · April 12, 2013

Years registered · 13

Disclosure History

2012Customer Dispute·Pending

2012Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LEONARD & COMPANY

CRD 36527 · SEC 801-60035

AUM

$200M

Regulatory assets under management

Employees

1,560 client accounts

Services offered by LEONARD & COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 LEONARD & COMPANY →

Introduction

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Frequently Asked Questions

What services does David Keith Weber offer?

David Keith Weber specializes in Financial Planning, Investment Management, Wealth Management.

What are David Keith Weber's credentials?

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

Where is David Keith Weber located?

David Keith Weber is based in TROY, Michigan, last registered with LEONARD & COMPANY.

How does David Keith Weber charge for services?

David Keith Weber's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEONARD & COMPANY?

LEONARD & COMPANY has approximately 51 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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