The Leaders Group, Inc.

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
1,445
Avg account
$0

Firm details

Headquarters
Summit, New Jersey
CRD number
37157
Registered since
August 30, 1995

Firm profile

FINTRX

Overview

The Leaders Group, Inc. is a corporation that operates as an insurance broker-dealer and has been SEC-registered since 1995. The firm’s ownership is listed as a combination of a domestic entity and an individual. Snapshot attributes indicate the organization does not act as a capital allocator, is not registered as a multi-state adviser, does not serve as a pension consultant, and is not identified as an active ESG investor. Those entries suggest the firm’s role is primarily distribution and brokerage of insurance products rather than discretionary asset management or multi-state advisory oversight.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 79
  • Kevin McGarry

    Kevin McGarry

    CEOCRD 2484852

  • Laurie Runyon

    Chief Financial OfficerCRD 3015965

  • Glenn Gutwillig

    Glenn Gutwillig

    Chief Strategy OfficerCRD 8026915

Unlock 76 more executives

Contacts

3 of 1366
  • Jeffrey Ridge

    Jeffrey Ridge

    Business Development AssociateCRD 4913276

  • Michael Kelly

    Michael Kelly

    Registered RepresentativeCRD 1755520

  • Stephen Bene

    Stephen Bene

    Wealth AdvisorCRD 5919964

Unlock 1363 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Summit, NJ

Union

Location

Summit, NJ

Headquartered in Summit, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Union
Address
475 Springfield Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth