The Leaders Group, Inc.
Firm details
- Headquarters
- Summit, New Jersey
- CRD number
- 37157
- Registered since
- August 30, 1995
- Website
- simplicity-investments.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 80
Kevin McGarry
CEOCRD 2484852
Laurie Runyon
Chief Financial OfficerCRD 3015965

Glenn Gutwillig
Chief Strategy OfficerCRD 8026915
Contacts
3 of 1383
Jeffrey Ridge
Business Development AssociateCRD 4913276

Michael Kelly
Registered RepresentativeCRD 1755520

Stephen Bene
Wealth AdvisorCRD 5919964
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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