Christopher
Leddy

Wealthspire Advisors

CRD#5001848
Investment Advisor
in Palm Beach Gardens, FL

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About this Advisor

Christopher Leddy is a financial advisor operating out of Palm Beach Gardens, Florida who has 1 year of relevant experience. Leddy is on the advisory team at Wealthspire Advisors. Throughout their career, Leddy has worked at Blackrock, Lenox Wealth Advisors, LLC and Wealthspire Advisors. Leddy can advise clients in New York. Wealthspire Advisors is a firm operating out of New York, NY. The company has offices in 17 locations and a total of 250 people on staff. It controls $16 billion in assets among its 6,622 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 40 charities and foundations. Of its 6,622 client accounts, 44% are held by high-net-worth investors who have greater than $1 million in assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules vary depending on the type of services. However, fee types billed by Wealthspire Advisors likely consist of asset-based and fixed fees.

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3835 Pga Boulevard Suite 1101
Palm Beach Gardens, FL 33410

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Wealthspire Advisors Brokerage Details

Total Assets Under Management

$16,318,934,315

FL Average: $7,464,549,021
Total Number of Employees

250

FL Average: 88
Total Number of Accounts

6,622

FL Average: 3,892
Average Account Size

$2,464,351

FL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Christopher Leddy Work History

Christopher has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Wealthspire Advisors

2018 - 2022 (4 years)

Lenox Wealth Advisors, LLC

2004 - 2014 (10 years)

Blackrock

*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 Christopher Leddy 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 Wealthspire Advisors

Thomas Kavanagh
New York, NY
Lindsey Slaby
Madison, WI
Michael Del Priore
New York, NY
Madelyn Bowles
New York, NY
Michael Moriarty
New York, NY
Smriti Dhall
San Francisco, CA
Orathai Kuvareewong
Reston, VA
Myka Koenen
Reston, VA

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.

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