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 has been SEC-registered since 1995. Its primary classification in the snapshot is an insurance broker-dealer rather than an asset management firm: the data indicates it does not act as a capital allocator and is not registered as a multi-state adviser. Several advisory and business-activity fields are blank in the source, which is consistent with a firm whose role centers on insurance product distribution and broker-dealer functions rather than on discretionary portfolio management or multi-state advisory services. The profile also records that the firm is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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 78
Eric Mechler
Founder, CEO & CIOCRD 5678805

Robert Amoruso
Chief Executive OfficerCRD 5683752

Sean Heney
Chief Operating OfficerCRD 5733969
Contacts
3 of 1381
Robert Yatko
Vice PresidentCRD 5656193

Jacob Chandler
Accounts Team ManagerCRD 5671963

Adriano Pisarri
Financial PlannerCRD 5686886
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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