Robert
Leatherwood
Ae Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Robert Leatherwood is a financial advisor operating out of Greenville, South Carolina with 3 years of relevant experience. Leatherwood is an advisor for Ae Wealth Management, LLC. During their career, Leatherwood has held roles at Ae Wealth Management, LLC, Lord And Richards Inc, Gibbs International, Inc, Ernst And Young and R&R Financial Advisors. Leatherwood has a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in South Carolina. Ae Wealth Management, LLC is a registered investment company based in Topeka, KS. The firm has offices in 450 locations and a total of 571 financial advisors. It oversees $19 billion in total assets between its 160,475 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 71 charities and foundations. Of its 160,475 client accounts, just 3% are held by high-net-worth individuals who have more than $1 million in investable assets. Ae Wealth Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice typically depend on which services the firm provides the client. However, fee types charged by Ae Wealth Management, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ae Wealth Management, LLC Brokerage Details
$19,248,840,448
571
160,475
$119,949
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Robert Leatherwood Work History
Robert has been registered as a financial advisor for 3 years.*
R&R Financial Advisors
Ae Wealth Management, LLC
Lord And Richards Inc
Gibbs International, Inc
Ernst And Young
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Leatherwood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ae Wealth Management, LLC
Topeka, KS
Brighton, MI
Mesa, AZ
Lawrence, KS
Englewood, CO
Topeka, KS
Winter Garden, FL
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
