# ALAN REMY LEIST

ALAN REMY LEIST is an investment adviser representative (IAR) with state registration records since 2010, appearing at 3 firms. Currently registered with STRATEGIC FINANCIAL SERVICES.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC FINANCIAL SERVICES](https://search.stillhousedata.com/firm/109677) | 2011-01-06 | present | Yes |
| [ALAN R. LEIST PLANNING GROUP](https://search.stillhousedata.com/firm/105909) | 2010-12-23 | 2011-12-06 | — |
| [CADARET, GRANT & CO., INC.](https://search.stillhousedata.com/firm/10641) | 2010-02-18 | 2017-04-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/306209)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/306209.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.