LPL Financial
42yrs
Top advisor by experience in Edison
16yrs
Michael Bohlinger is a fiduciary financial advisor in Edison, New Jersey, with 16 years in the industry. Michael joined LEO Wealth in 2016, after a year at FCG Advisors. LEO Wealth offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 94 advisors with offices in Edison, and one of 86 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 52% of advisors nationwide
Office379 Thornall St. Floor 9, Suite 9, Edison, NJ 08837
FirmLEO Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$1.87 million
Advisors at the firm16
States licensed ?1 state
Services through LEO Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowLEO Wealth, LLCCurrent firm
- 2012 – nowLEO Fund Services, LLCCurrent
- Dec 2011 – Nov 2012FCG Advisors, LLCPreviously
Contact Michael
(732) 903-2600LEO Wealth main office 379 Thornall St. Floor 9, Suite 9Edison, NJ 08837Office · Get directions LinkedIn pageLEO Wealth
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call LEO Wealth at (732) 903-2600 and ask for Michael Bohlinger. Michael works from the Edison, NJ office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2010, about 16 years. More experience than 52% of advisors nationwide.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
LEO Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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