Unclaimed Profile

Robert Alexander Leggett

WEALTHSHIELD PARTNERS, LLC·CARY, North Carolina

SIE, Series 7, Series 31, Series 66CFP CFAClean record24 years registeredWEALTHSHIELD PARTNERS, LLC

2500 REGENCY PARKWAY, CARY, NC 27518CRD# 3192764Firm CRD# 169584

Profile Verification

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

Identity

Robert Alexander Leggett · CARY, NC

Registration

CRD #3192764 · WEALTHSHIELD PARTNERS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jul 2026 – present

WEALTHSHIELD LLC

Mar 2018 – Mar 2023

CARY, NC

WEALTHSHIELD PARTNERS, LLC

Jan 2014 – Jul 2026

CARY, NC

UBS FINANCIAL SERVICES INC.

Jun 2006 – Dec 2013

RALEIGH, NC

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Apr 2002 – Jul 2006

CARY, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · April 15, 2002

Years registered · 24

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHSHIELD PARTNERS, LLC

CRD 169584 · SEC 801-78937

AUM

$918M

Regulatory assets under management

Employees

3,214 client accounts

Services offered by WEALTHSHIELD PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WEALTHSHIELD PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Alexander Leggett offer?

Robert Alexander Leggett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CARY, North Carolina for a consultation.

What are Robert Alexander Leggett's credentials?

Robert Alexander Leggett holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Alexander Leggett located?

Robert Alexander Leggett is based in CARY, North Carolina, working with WEALTHSHIELD PARTNERS, LLC. Their office serves clients in the CARY metropolitan area and surrounding communities.

How does Robert Alexander Leggett charge for services?

Robert Alexander Leggett'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 WEALTHSHIELD PARTNERS, LLC?

WEALTHSHIELD PARTNERS, LLC has approximately 22 employees and manages $918M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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