KL
KL
Kevin Leszczynski
42 Years of Experience
Paoli, PA
1 DisclosureBrokerSells Insurance
Kevin Leszczynski is a registered investment advisor at Cetera Investment Advisers LLC, based in Paoli, PA, with 42 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
Paoli Executive Green Ii, 43 Leopard Rd Ste 101, Paoli, PA, 19301
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2011Denied
Other Business ActivitiesSells Insurance
Kevin is a fixed insurance agent. He is also a representative for Sanderling Financial Group, a DBA for financial services, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
January 2004 - Present · 22 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
May 2008 - March 2024 · 15 yrs 10 mos
Multi-Financial Securities Corporation
January 2004 - December 2004 · 11 mos
Ifg Advisory Services INC
March 2000 - January 2004 · 3 yrs 10 mos
Ifg Network Securities, INC.Broker
January 1998 - January 2004 · 6 yrs
New England SecuritiesBroker
October 1987 - January 1998 · 10 yrs 3 mos
Janney Montgomery Scott INC.Broker
July 1983 - August 1987 · 4 yrs 1 mo
State Registrations15 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.