Unclaimed Profile

Maryellen Peretzky

ROBERT LESHNER AND ASSOCIATES, INC.·CINCINNATI, Ohio

SIE, Series 4, Series 6, Series 7, Series 24, Series 27, Series 52, Series 53, Series 63, Series 65, Series 99TOClean record22 years registeredROBERT LESHNER AND ASSOCIATES, INC.

SUITE 210, 200 BALDWIN CENTER, CINCINNATI, OH 45202CRD# 1062971Firm CRD# 121975

Profile Verification

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

Identity

Maryellen Peretzky · CINCINNATI, OH

Registration

CRD #1062971 · ROBERT LESHNER AND ASSOCIATES, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ROBERT LESHNER AND ASSOCIATES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

Jul 2014 – Feb 2026

Crestview Hills, KY

ROBERT LESHNER AND ASSOCIATES, INC.

Feb 2004 – Oct 2014

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 27

Series 52

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · February 26, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROBERT LESHNER AND ASSOCIATES, INC.

CRD 121975 · SEC 801-61352

AUM

$102M

Regulatory assets under management

Employees

156 client accounts

Services offered by ROBERT LESHNER AND ASSOCIATES, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ROBERT LESHNER AND ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Maryellen Peretzky offer?

Maryellen Peretzky specializes in Investment Management, Wealth Management.

What are Maryellen Peretzky's credentials?

Maryellen Peretzky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Maryellen Peretzky located?

Maryellen Peretzky is based in CINCINNATI, Ohio, last registered with ROBERT LESHNER AND ASSOCIATES, INC..

How does Maryellen Peretzky charge for services?

Maryellen Peretzky's firm is compensated through percentage of aum, subscription fees, other: solicitation fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROBERT LESHNER AND ASSOCIATES, INC.?

ROBERT LESHNER AND ASSOCIATES, INC. has approximately 4 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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