Brenden Leese has been an investment adviser representative at Private Wealth Management Group since September 2020, and is not listed among the firm’s executive officers or direct owners.
Private Wealth Management Group LLC is a Princeton, NJ firm with $613M under management, 272 clients and 7 advisers in one office, as of its March 2026 filing.
- Novi Wealth PartnersCurrent– present · 6 yearsPrinceton, NJ · Adviser representative · Firm CRD 166539
Investment adviser representative registrations
Brenden Leese is registered as an investment adviser representative in New Jersey, since September 2020.
- New JerseySince 3 September 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 August 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brenden John Leese
- CRD
- 7291337
- Firm
- Private Wealth Management Group · CRD 166539
- Office
- 512 EXECUTIVE DRIVE, Princeton, NJ 08540
- Registration
- Investment adviser registration
- In the industry since
- September 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Brenden Leese work?
Brenden Leese is an investment adviser representative registered through Private Wealth Management Group LLC since September 2020, and is not listed among the firm’s executive officers or direct owners.
Is Brenden Leese a financial advisor?
Yes. Brenden Leese has a current investment-adviser registration in New Jersey, through Private Wealth Management Group since September 2020.
How many years of experience does Brenden Leese have?
Brenden Leese has 6 years in the financial industry, since September 2020, across 1 adviser firm.
What exams has Brenden Leese passed?
Brenden Leese passed the Series 65 in August 2020.
Where is Brenden Leese based?
Brenden Leese’s registered office is in Princeton, NJ.
Is Brenden Leese registered with FINRA?
No. Brenden Leese has no current broker registration.
How can I verify Brenden Leese’s record?
Search CRD 7291337 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brenden Leese’s full registration record.