Rachel
Leahy

Biechele Royce Advisors, Inc

CRD#6507033
Investment Advisor
in Fishers, IN

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About this Advisor

Rachel Leahy is a financial advisor based in Fishers, Indiana, working with Biechele Royce Advisors, Inc. Rachel has previously held positions at The Vanguard Group, Inc, Purdue University, Bradfield Bentley Pty LTD, and Biechele Royce Advisors, Inc. Rachel has passed the Series 63 regulatory exam and is registered to provide services in Indiana. Currently, Rachel is part of Biechele Royce Advisors, Inc, which operates out of Fishers, Indiana. The firm has 8 employees and manages assets totaling $659.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Biechele Royce Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

11634 Maple Street, Suite 300
Fishers, IN 46038

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Biechele Royce Advisors, Inc Brokerage Details

Total Assets Under Management

$659,842,022

IN Average: $1,347,246,178
Total Number of Employees

8

IN Average: 46
Total Number of Accounts

679

IN Average: 1,775
Average Account Size

$971,785

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Rachel Leahy Work History

2016 - Present (8 years)

Biechele Royce Advisors, Inc

2015 - 2015 (< 1 year)

The Vanguard Group, Inc

2014 - 2014 (< 1 year)

Bradfield Bentley Pty LTD

2011 - 2015 (4 years)

Purdue University

Disclosures

Please visit the SEC profile of Rachel 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 Biechele Royce Advisors, Inc

George Sparks
Fishers, IN
Andrew Bertke
Ft Mitchell, KY
Matthew Sanchez
Fishers, IN
Monika Gupta
Huntington Beach, CA
Andrew Schuler
Fishers, IN
Carlos Sanchez
Fishers, IN
Rachel Leahy
Fishers, IN
Thomas Barrett
Fishers, IN

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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