Charles
Duryee
Leo Wealth, LLC
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About this Advisor
Charles Duryee is a financial advisor based in Hurst, Texas, working with Leo Wealth, LLC. Charles has previously held positions at Leogroup Wealth Solutions, LLC, Wilmington Trust, Simon Quick, Sankaty Head, Bucknell University, and Leo Wealth, LLC. Charles has passed the Series 65 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Charles is part of Leo Wealth, LLC, which operates out of Hurst, Texas. The firm has 7 offices and 31 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Leo Wealth, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Leo Wealth, LLC Brokerage Details
$1,518,452,379
31
3,937
$385,688
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Charles Duryee Work History
Leo Wealth, LLC
Leogroup Wealth Solutions, LLC
Leogroup Wealth Solutions, LLC
Wilmington Trust
Simon Quick
Sankaty Head
Bucknell University
Disclosures
Please visit the SEC profile of Charles Duryee 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 Leo Wealth, LLC
Hurst, TX
Big Spring, TX
Mid Levels,
Hong Kong,
Hurst, TX
Hurst, TX
New York, NY
Central,
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