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Andrea Leslie

Cary Street Partners

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About Andrea Leslie

Andrea Leslie is a financial advisor who has been in the industry since 1999. Andrea is currently registered with Cary Street Partners and has held previous positions with Wells Fargo Advisors Financial Network, LLC, Wells Fargo Clearing Services, LLC, First Clearing, LLC, and Davenport & Company LLC. Andrea is licensed to provide securities and investment advisory services in North Carolina, Tennessee, Texas, and Virginia. Andrea holds Series 63, 65, 7, 9, 10, 24, 99TO and SIE licenses.

Firm Information

Andrea Leslie is currently registered with Cary Street Partners. Cary Street Partners is a Limited Liability Company formed in March 2002. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Andrea Leslie’s Registration & Firm History

VA

05/05/2022 - Present

Cary Street Partners (RICHMOND VA)

VA

08/29/2016 - 08/05/2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GLEN ALLEN VA)

VA

05/23/2014 - 08/05/2021

WELLS FARGO CLEARING SERVICES, LLC (GLEN ALLEN VA)

MO

12/16/2013 - 11/18/2016

FIRST CLEARING, LLC (ST. LOUIS MO)

MO

11/09/2011 - 12/17/2013

WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)

VA

03/07/2003 - 11/08/2011

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (RICHMOND VA)

MO

01/24/2001 - 03/05/2003

FIRST CLEARING CORPORATION (ST. LOUIS MO)

VA

12/04/1998 - 01/30/2001

DAVENPORT & COMPANY LLC (RICHMOND VA)

NY

08/14/1998 - 11/23/1998

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/21/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/27/2012

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/07/2012

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/28/2003

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrea Leslie.
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