Unclaimed Profile

Jenny Lee Leach

HARBOR CAPITAL ADVISORY SERVICES, INC.·FAIRPORT, New York

SIE, Series 7, Series 24, Series 31, Series 51, Series 52TO, Series 53, Series 65, Series 66Clean recordHARBOR CAPITAL ADVISORY SERVICES, INC.

10 EAST CHURCH STREET, FAIRPORT, NY 14450CRD# 3257861Firm CRD# 146693

Profile Verification

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

Identity

Jenny Lee Leach · FAIRPORT, NY

Registration

CRD #3257861 · HARBOR CAPITAL ADVISORY SERVICES, INC.

Brand Profile

Not yet started

Career History

BRIGHTON SECURITIES CORP.

Oct 2025 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 51

Series 52TO

Series 53

Series 65

Series 66

Registration record

First registered · October 8, 2025

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HARBOR CAPITAL ADVISORY SERVICES, INC.

CRD 146693 · SEC 801-70674

AUM

$71M

Regulatory assets under management

Employees

326 client accounts

Services offered by HARBOR CAPITAL ADVISORY SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HARBOR CAPITAL ADVISORY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Jenny Lee Leach offer?

Jenny Lee Leach specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRPORT, New York for a consultation.

What are Jenny Lee Leach's credentials?

Jenny Lee Leach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jenny Lee Leach located?

Jenny Lee Leach is based in FAIRPORT, New York, working with HARBOR CAPITAL ADVISORY SERVICES, INC.. Their office serves clients in the FAIRPORT metropolitan area and surrounding communities.

How does Jenny Lee Leach charge for services?

Jenny Lee Leach'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 HARBOR CAPITAL ADVISORY SERVICES, INC.?

HARBOR CAPITAL ADVISORY SERVICES, INC. has approximately 4 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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