Unclaimed Profile

Kelly Leigh Olczak

LYNNLEIGH & COMPANY, LLC·PITTSFORD, New York

Clean recordLYNNLEIGH & COMPANY, LLC

1160 PITTSFORD VICTOR ROAD, SUITE A, PITTSFORD, NY 14534CRD# 5039125Firm CRD# 285044

Profile Verification

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

Identity

Kelly Leigh Olczak · PITTSFORD, NY

Registration

CRD #5039125 · LYNNLEIGH & COMPANY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kelly Leigh Olczak is a registered financial advisor based in PITTSFORD, New York, affiliated with LYNNLEIGH & COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

LYNNLEIGH & COMPANY, LLC

AUM

$112M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LYNNLEIGH & COMPANY, LLC →

Services

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 5039125

Firm CRD# 285044

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Frequently Asked Questions

What services does Kelly Leigh Olczak offer?

Kelly Leigh Olczak specializes in Financial Planning, Investment Management. Contact their office in PITTSFORD, New York for a consultation.

What are Kelly Leigh Olczak's credentials?

Kelly Leigh Olczak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelly Leigh Olczak located?

Kelly Leigh Olczak is based in PITTSFORD, New York, working with LYNNLEIGH & COMPANY, LLC. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.

How does Kelly Leigh Olczak charge for services?

Kelly Leigh Olczak's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LYNNLEIGH & COMPANY, LLC?

LYNNLEIGH & COMPANY, LLC has approximately 5 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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