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Leonidas Carter Mecham

CERTUITY, LLC·NORTH PALM BEACH, Florida
SIE, Series 7, Series 27, Series 99TOClean recordCERTUITY, LLC
1295 US HIGHWAY ONE, NORTH PALM BEACH, FL 33408CRD# 5422991Firm CRD# 129505

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Leonidas Carter Mecham · NORTH PALM BEACH, FL
Registration
CRD #5422991 · CERTUITY, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CERTUITY, LLC
CRD 129505 · SEC 801-62580
AUM
$4.0B
Regulatory assets under management
Employees
41
3,286 client accounts
Services offered by CERTUITY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at CERTUITY, LLC →
Introduction

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Frequently Asked Questions

What services does Leonidas Carter Mecham offer?
Leonidas Carter Mecham specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in NORTH PALM BEACH, Florida for a consultation.
What are Leonidas Carter Mecham's credentials?
Leonidas Carter Mecham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leonidas Carter Mecham located?
Leonidas Carter Mecham is based in NORTH PALM BEACH, Florida, working with CERTUITY, LLC. Their office serves clients in the NORTH PALM BEACH metropolitan area and surrounding communities.
How does Leonidas Carter Mecham charge for services?
Leonidas Carter Mecham's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CERTUITY, LLC?
CERTUITY, LLC has approximately 41 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CERTUITY, LLC

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Mark Howard Udis
NORTH PALM BEACH, FL
Scott David Welch
NORTH PALM BEACH, FL
Kara Sue Boccella
NORTH PALM BEACH, FL
Amanda Kathleen Courtney
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