The Leaders Group, Inc.

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
1,463
Avg account
$0

Firm details

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

Firm profile

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Overview

The Leaders Group, Inc. is organized as a corporation and is classified in the record as an insurance broker‑dealer. The file lists an SEC registration year of 1995 and indicates ownership by a combination of a domestic entity and an individual. The firm is not identified as a capital allocator or as an active ESG investor. Additional classification flags in the record mark it as not a multi‑state adviser, not newly formed, not a pension consultant, and not a related adviser. Available fields for client base, fee structure and advisory or other business activities are not populated in the source record; the combination of broker‑dealer classification and the other flags suggests the firm’s principal activity is distribution of insurance and related products rather than running discretionary investment management strategies.

Assets & Accounts

Location & Offices

Investment profile

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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 80
  • Kevin McGarry

    Kevin McGarry

    CEOCRD 2484852

  • Laurie Runyon

    Chief Financial OfficerCRD 3015965

  • Glenn Gutwillig

    Glenn Gutwillig

    Chief Strategy OfficerCRD 8026915

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Contacts

3 of 1383
  • Jeffrey Ridge

    Jeffrey Ridge

    Business Development AssociateCRD 4913276

  • Michael Kelly

    Michael Kelly

    Registered RepresentativeCRD 1755520

  • Stephen Bene

    Stephen Bene

    Wealth AdvisorCRD 5919964

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth