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Michael Peter Leanza

THE GENWEALTH GROUP, INC.·MAPLEWOOD, New Jersey
SIE, Series 7, Series 24, Series 63, Series 65CFP23 years registeredTHE GENWEALTH GROUP, INC.
6 INWOOD PLACE, MAPLEWOOD, NJ 07040CRD# 2330470Firm CRD# 154569

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Peter Leanza · MAPLEWOOD, NJ
Registration
CRD #2330470 · THE GENWEALTH GROUP, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

Oct 2010present
May 2008Jan 2011
MAPLEWOOD, NJ
BANC OF AMERICA INVESTMENT SERVICES, INC.
Oct 2004May 2008
MAPLEWOOD, NJ
QUICK & REILLY, INC.
Nov 2002Oct 2004
MAPLEWOOD, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · November 21, 2002
Years registered · 23
Professional designation · CFP
03

Disclosure History

2003Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

04

Firm Overview

Firm
THE GENWEALTH GROUP, INC.
CRD 154569 · SEC 801-71876
AUM
$392M
Regulatory assets under management
Employees
8
248 client accounts
Services offered by THE GENWEALTH GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Michael Peter Leanza offer?
Michael Peter Leanza specializes in Financial Planning, Investment Management. Contact their office in MAPLEWOOD, New Jersey for a consultation.
What are Michael Peter Leanza's credentials?
Michael Peter Leanza holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael Peter Leanza located?
Michael Peter 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 Michael Peter Leanza charge for services?
Michael Peter 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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