Robin
Leahy

Register Financial Advisors, LLC

CRD#1512451
Investment Advisor
in Atlanta, GA

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About this Advisor

Robin Leahy is a financial advisor based in Atlanta, Georgia, working with Register Financial Advisors, LLC. Robin has previously held positions at Morgan Stanley Smith Barney LLC, Register Financial Advisors, and Register Financial Associates, Inc. Robin has passed the Series 63 regulatory exam and is registered to provide services in Georgia. Currently, Robin is part of Register Financial Advisors, LLC, which operates out of Atlanta, Georgia. The firm has 14 employees and manages assets totaling $296.1 million. 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 selection of other advisers. The fee structure at Register Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3500 Lenox Road Suite 1700
Atlanta, GA 30326

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Register Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$296,129,938

GA Average: $3,570,121,308
Total Number of Employees

14

GA Average: 58
Total Number of Accounts

726

GA Average: 1,608
Average Account Size

$407,892

GA Average: $2,220,225

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

Robin Leahy Work History

2020 - Present (4 years)

Register Financial Advisors

2020 - Present (4 years)

Register Financial Associates, Inc

2009 - 2020 (11 years)

Morgan Stanley Smith Barney LLC

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Disclosures

Please visit the SEC profile of Robin Leahy 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 Register Financial Advisors, LLC

Hafeez Fazal
Atlanta, GA
Joseph Criscione
Atlanta, GA
Valerie Lutjens
Atlanta, GA
David Pressly
Atlanta, GA
Thomas Corrigan
Alpharetta, GA
Ari Dardik
Atlanta, GA
Robin Leahy
Atlanta, GA
Erin Tatham
Atlanta, GA

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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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.

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