Allan Leffler has been an investment adviser representative at Ele Advisory Services since April 2022, and is not listed among the firm’s executive officers or direct owners.
Ele Advisory Services, Inc is a Southfield, MI firm with $137M under management, 1,156 clients and 13 advisers across 10 offices, as of its September 2026 filing.
- Ele Advisory Services, IncCurrent– present · 4 yearsTrinity, FL · Adviser representative · Firm CRD 148228
Investment adviser representative registrations
Allan Leffler is registered as an investment adviser representative in 3 states. The first approvals date from April 2022; the most recent is Georgia, in August 2026.
- FloridaSince 27 April 2022
- GeorgiaSince 25 August 2026
- WashingtonSince 2 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 October 2021 |
| Series 22 | Direct Participation Programs Representative Examination | 15 June 1993 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 22 September 1988 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 May 1983 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 May 1983 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Allan Roger Leffler
- CRD
- 1136524
- Firm
- Ele Advisory Services · CRD 148228
- Office
- Trinity, FL
- Registration
- Investment adviser registration
- In the industry since
- April 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Allan Leffler work?
Allan Leffler is an investment adviser representative registered through Ele Advisory Services, Inc since April 2022, and is not listed among the firm’s executive officers or direct owners.
Is Allan Leffler a financial advisor?
Yes. Allan Leffler has a current investment-adviser registration in Florida, Georgia and Washington, through Ele Advisory Services since April 2022.
How many years of experience does Allan Leffler have?
Allan Leffler has 4 years in the financial industry, since April 2022, across 1 adviser firm.
What exams has Allan Leffler passed?
Allan Leffler has passed 5 licensing exams: the Series 6, Series 63, Series 26, Series 22 and Series 65. The earliest, the Series 6, was passed in May 1983.
Where is Allan Leffler based?
Allan Leffler’s registered office is in Trinity, FL.
Is Allan Leffler registered with FINRA?
No. Allan Leffler has no current broker registration.
How can I verify Allan Leffler’s record?
Search CRD 1136524 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Allan Leffler’s full registration record.
