Unclaimed Profile

Stephen Dallas Tally

LEO FUND SERVICES, LLC·ISELIN, New Jersey

SIE, Series 6, Series 26, Series 63, Series 65, Series 99TOClean record26 years registeredLEO FUND SERVICES, LLC

100 WOOD AVENUE SOUTH, ISELIN, NJ 08830CRD# 3223264Firm CRD# 163259

Profile Verification

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

Identity

Stephen Dallas Tally · ISELIN, NJ

Registration

CRD #3223264 · LEO FUND SERVICES, LLC · 26 years registered

Brand Profile

Not yet started

Career History

LEO WEALTH AMERICAS, LLC

Apr 2026 – present

LEO WEALTH, LLC

Jul 2021 – present

LEO BROKERAGE, LLC

Feb 2002 – present

BFT FINANCIAL GROUP, LLC

Aug 2002 – Jan 2022

SOUTHLAKE, TX

PROFESSIONAL PARTNERS CORPORATION

Mar 2000 – Dec 2006

BEDFORD, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 63

Series 65

Series 99TO

Registration record

First registered · March 17, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEO FUND SERVICES, LLC

CRD 163259 · SEC 801-76889

AUM

$107M

Regulatory assets under management

Employees

3 client accounts

Services offered by LEO FUND SERVICES, LLC

Per Form ADV

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at LEO FUND SERVICES, LLC →

Introduction

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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.

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