Amy
Leeds
Concorde Asset Management, LLC
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About this Advisor
Amy Leeds is a financial advisor who works out of East Setauket, New York with a total of 4 years of industry experience. Leeds is currently employed by Concorde Asset Management, LLC. Over the course of their career, they have held roles at Fortitude Investment Group, LLC, Andrea J Leeds, Mdpc, Muhlenberg College, Concorde Investment Services and Concorde Asset Management, LLC. Leeds holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in New York and Pennsylvania. Concorde Asset Management, LLC is an advisory company that has its headquarters in Livonia, MI. The investment advisory business has offices in 40 locations and a total of 74 financial advisors. It administers $306 million in total assets among its 2,371 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 2,371 customer accounts, just 2% are held by high-net-worth clients who have greater than $1 million in investable assets. Concorde Asset Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules usually vary depending on the type of services offered. However, fees billed by Concorde Asset Management, LLC can be comprised of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Concorde Asset Management, LLC Brokerage Details
$305,690,467
74
2,371
$128,929
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
Amy Leeds Work History
Amy has been registered as a financial advisor for 4 years.*
Concorde Investment Services
Fortitude Investment Group, LLC
Concorde Asset Management, LLC
Andrea J Leeds, Mdpc
Muhlenberg College
*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 Amy Leeds 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 Concorde Asset Management, LLC
Livonia, MI
Livonia, MI
Livonia, MI
Livonia, MI
Livonia, MI
East Setauket, NY
Vancouver, WA
Livonia, MI
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