Denise
Leddy

Kestra Advisory Services, LLC

CRD#2381029
Investment Advisor
in Charlotte, NC
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About this Advisor

Denise Leddy is a certified financial planner who lives in Charlotte, North Carolina. Currently an advisor at Kestra Advisory Services, LLC, Leddy has 14 years of experience in the financial advisory industry. Leddy holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Leddy is able to operate based out of North Carolina. Throughout their career, Leddy has worked at Kestra Financial Services, Inc and Nfp Securities, Inc. Kestra Advisory Services, LLC is headquartered in Charlotte, North Carolina, and has 513 brick-and-mortar locations throughout the nation. As an advisory firm, Kestra Advisory Services, LLC oversees $20 billion in assets across 75,277 accounts and employs more than 1,231 people. The firm's total assets under management places it among the largest investment advisory firms in the nation. The firm manages 53,194 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Kestra Advisory Services, LLC provides financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 years

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

Disclosures

Yes

Office Location

1901 Roxborough Road Ste 300
Charlotte, NC 28211

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

NC Average: $3,042,739,679
Total Number of Employees

1,291

NC Average: 49
Total Number of Accounts

81,360

NC Average: 2,315
Average Account Size

$267,280

NC Average: $1,314,358

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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

Denise Leddy Work History

Denise has 14 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2004 - 2016 (12 years)

Nfp Securities, Inc

Disclosures

Denise Leddy has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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