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Cherie A Leanza

THE GENWEALTH GROUP, INC.·MAPLEWOOD, New Jersey
Clean recordTHE GENWEALTH GROUP, INC.
6 INWOOD PLACE, MAPLEWOOD, NJ 07040CRD# 5531752Firm CRD# 154569

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cherie A Leanza · MAPLEWOOD, NJ
Registration
CRD #5531752 · THE GENWEALTH GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Cherie A Leanza is a registered financial advisor based in MAPLEWOOD, New Jersey, affiliated with THE GENWEALTH GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
THE GENWEALTH GROUP, INC.
THE GENWEALTH GROUP, INC.
AUM
$392M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at THE GENWEALTH GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5531752
Firm CRD# 154569
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cherie A Leanza offer?
Cherie A Leanza specializes in Financial Planning, Investment Management. Contact their office in MAPLEWOOD, New Jersey for a consultation.
What are Cherie A Leanza's credentials?
Cherie A Leanza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cherie A Leanza located?
Cherie A Leanza is based in MAPLEWOOD, New Jersey, working with THE GENWEALTH GROUP, INC.. Their office serves clients in the MAPLEWOOD metropolitan area and surrounding communities.
How does Cherie A Leanza charge for services?
Cherie A Leanza's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE GENWEALTH GROUP, INC.?
THE GENWEALTH GROUP, INC. has approximately 8 employees and manages $392M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE GENWEALTH GROUP, INC.

Michael Peter Leanza
MAPLEWOOD, NJ
Kimberly Marie Diblasi
MAPLEWOOD, NJ

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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