Rachel
Leddy
Traynor Capital Management
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About this Advisor
Rachel Leddy is a financial advisor based in Canton, Georgia, working with Traynor Capital Management. Rachel has previously held positions at Traynor Capital Management, the University of Alabama, and Etowah High School. Rachel has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, Rachel is part of Traynor Capital Management, which operates out of Canton, Georgia. The firm has 12 employees and manages assets totaling $1.2 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Traynor Capital Management includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Traynor Capital Management Brokerage Details
$1,245,013,642
12
1,275
$976,481
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Rachel Leddy Work History
Traynor Capital Management
University Of Alabama
Etowah High School
Disclosures
Please visit the SEC profile of Rachel 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 Traynor Capital Management
Canton, GA
Malvern, PA
Malvern, PA
Malvern, PA
Malvern, PA
Malvern, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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