Rosemarie
Whyte-Sewell

Leucadia Asset Management LLC

CRD#7151048
Investment Advisor
in Atlanta, GA

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About this Advisor

Rosemarie Whyte-Sewell is a financial advisor operating in Atlanta, Georgia with 3 years of relevant experience. Whyte-Sewell works at Leucadia Asset Management LLC. The advisor has gained experience at Jefferies LLC, Pnc Bank and Sagicor Group Jamaica Limited. Whyte-Sewell holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Georgia. Leucadia Asset Management LLC is an advisory firm operating out of New York, NY. The company has offices in 10 locations and a total of 235 advisors. It manages $5 billion in assets between its 1,834 customer accounts, placing it among the largest firms in the United States by assets under management. Leucadia Asset Management LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees for financial advice usually depend on which services are provided. Fees billed by Leucadia Asset Management LLC most likely consist of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees, Commissions, Performance-based Fees

Office Location

3550 Lenox Road Ne, Suite 1250
Atlanta, GA 30326

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Leucadia Asset Management LLC Brokerage Details

Total Assets Under Management

$5,073,195,502

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

235

GA Average: 88
Total Number of Accounts

1,834

GA Average: 3,892
Average Account Size

$2,766,192

GA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Rosemarie Whyte-Sewell Work History

Rosemarie has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Jefferies LLC

2019 - 2019 (< 1 year)

Pnc Bank

2012 - 2018 (6 years)

Sagicor Group Jamaica Limited

*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 Rosemarie Whyte-Sewell 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 Leucadia Asset Management LLC

Luis Tascon
Miami, FL
Kristin Venne
New York, NY
Hipolito Gamboa
Miami, FL
Liza Blundell
Chicago, IL
Peter Cahill
New York, NY
Michael Ross
New York, NY

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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