AdvisorOS Directory
Claim Profile
ST

Stephen Dallas Tally

LEO FUND SERVICES, LLC·ISELIN, New Jersey
Unclaimed Profile
100 WOOD AVENUE SOUTH, ISELIN, NJ 08830CRD# 3223264Firm CRD# 163259
01

About

Stephen Dallas Tally is a registered financial advisor based in ISELIN, New Jersey, affiliated with LEO FUND SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LEO FUND SERVICES, LLC
LEO FUND SERVICES, LLC
AUM
$107M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at LEO FUND SERVICES, LLC →
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 3223264
Firm CRD# 163259
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ISELIN?

Browse all registered financial advisors in ISELIN, New Jersey or claim this profile if it's yours.

Browse ISELIN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Stephen Dallas Tally offer?
Stephen Dallas Tally specializes in Retirement Planning. Contact their office in ISELIN, New Jersey for a consultation.
What are Stephen Dallas Tally's credentials?
Stephen Dallas Tally is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Dallas Tally located?
Stephen Dallas Tally is based in ISELIN, New Jersey, working with LEO FUND SERVICES, LLC. Their office serves clients in the ISELIN metropolitan area and surrounding communities.
How does Stephen Dallas Tally charge for services?
Stephen Dallas Tally's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEO FUND SERVICES, LLC?
LEO FUND SERVICES, LLC has approximately 7 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ISELIN
Matthew James Allain — LEO FUND SERVICES, LLCJon D Rustin — LEO FUND SERVICES, LLCGerard Anthony Dimino — THE LEO GROUP, LLCDavid Irwin Katz — GITTERMAN & ASSOCIATES WEALTH MANAGEMENT, LLCMarc Scudillo — EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile