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Michael Anthony Bohlinger

LEOGROUP WEALTH SOLUTIONS, LLC·ISELIN, New Jersey
SIE, Series 7, Series 66Clean record14 years registeredLEOGROUP WEALTH SOLUTIONS, LLC
100 WOOD AVE SOUTH, ISELIN, NJ 08830CRD# 4621321Firm CRD# 283891

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Anthony Bohlinger · ISELIN, NJ
Registration
CRD #4621321 · LEOGROUP WEALTH SOLUTIONS, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

LEO WEALTH, LLC
Oct 2016 – present
LEO FUND SERVICES, LLC
Dec 2012 – present
FCG ADVISORS LLC
Dec 2011 – Nov 2012
CHATHAM, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · December 13, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LEO WEALTH, LLC
CRD 283891 · SEC 801-108435
AUM
$1.5B
Regulatory assets under management
Employees
31
3,937 client accounts
Services offered by LEO WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LEO WEALTH, LLC →
Introduction

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05

Frequently Asked Questions

What services does Michael Anthony Bohlinger offer?
Michael Anthony Bohlinger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ISELIN, New Jersey for a consultation.
What are Michael Anthony Bohlinger's credentials?
Michael Anthony Bohlinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Anthony Bohlinger located?
Michael Anthony Bohlinger is based in ISELIN, New Jersey, working with LEOGROUP WEALTH SOLUTIONS, LLC. Their office serves clients in the ISELIN metropolitan area and surrounding communities.
How does Michael Anthony Bohlinger charge for services?
Michael Anthony Bohlinger's firm is compensated through percentage of aum, hourly charges, subscription fees, other: financial planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEOGROUP WEALTH SOLUTIONS, LLC?
LEOGROUP WEALTH SOLUTIONS, LLC has approximately 31 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEOGROUP WEALTH SOLUTIONS, LLC

Harmen Christiaan Overdijk
HURST, TX
Jessica Carolyn Cutrera Papadopoulos
HURST, TX
Kenneth Francis Dugan
ISELIN, NJ
Stephen Dallas Tally
HURST, TX

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Stephen Dallas Tally
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Cristhian Javier Palacios
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Matthew James Allain
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Nearby cities in New Jersey
JERSEY CITY (80)SUMMIT (74)PRINCETON (68)RED BANK (66)NEWARK (57)MORRISTOWN (55)PARSIPPANY (50)CHATHAM (31)WEEHAWKEN (26)WESTWOOD (25)
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Research
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