Unclaimed Profile

Leah Robertson Maybry

SIGNATUREFD, LLC·ATLANTA, Georgia

Series 65Clean record8 years registeredSIGNATUREFD, LLC

1230 PEACHTREE STREET, NE, ATLANTA, GA 30309CRD# 6588364Firm CRD# 112758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Leah Robertson Maybry · ATLANTA, GA

Registration

CRD #6588364 · SIGNATUREFD, LLC · 8 years registered

Brand Profile

Not yet started

Career History

SIGNATUREFD, LLC

Oct 2019 – present

MCSHANE PARTNERS

Nov 2017 – Sep 2019

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 9, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIGNATUREFD, LLC

CRD 112758 · SEC 801-60393

AUM

$7.2B

Regulatory assets under management

Employees

108

9,871 client accounts

Services offered by SIGNATUREFD, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

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 SIGNATUREFD, LLC →

Introduction

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Frequently Asked Questions

What services does Leah Robertson Maybry offer?

Leah Robertson Maybry specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Leah Robertson Maybry's credentials?

Leah Robertson Maybry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Leah Robertson Maybry located?

Leah Robertson Maybry is based in ATLANTA, Georgia, working with SIGNATUREFD, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Leah Robertson Maybry charge for services?

Leah Robertson Maybry's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SIGNATUREFD, LLC?

SIGNATUREFD, LLC has approximately 108 employees and manages $7.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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