Unclaimed Profile

Charles Dean Leedy

COMPERIO RETIREMENT CONSULTING, INC.·CHAPEL HILL, North Carolina

Series 3, Series 5, Series 7, Series 15, Series 63, Series 6520 years registeredCOMPERIO RETIREMENT CONSULTING, INC.

6350 QUADRANGLE DRIVE, CHAPEL HILL, NC 27517CRD# 1012440Firm CRD# 140786

Profile Verification

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

Identity

Charles Dean Leedy · CHAPEL HILL, NC

Registration

CRD #1012440 · COMPERIO RETIREMENT CONSULTING, INC. · 20 years registered

Brand Profile

Not yet started

Career History

HUNTER STREET INVESTMENT ADVISORS LLC

Sep 2025 – present

HUNTER STREET INVESTMENT ADVISORS LLC

Apr 2023 – Feb 2025

APEX, NC

CHAPEL HILL INVESTMENT ADVISORS

Jun 2006 – Dec 2015

CHAPEL HILL, NC

COMPERIO RETIREMENT CONSULTING, INC.

Jun 2006 – Jan 2016

CHAPEL HILL, NC

Registrations & Exams

FINRA examinations passed

Series 3

Series 5

Series 7

Series 15

Series 63

Series 65

Registration record

First registered · June 13, 2006

Years registered · 20

Disclosure History

2023Judgment / Lien

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

COMPERIO RETIREMENT CONSULTING, INC.

CRD 140786 · SEC 801-66831

AUM

$1.9B

Regulatory assets under management

Employees

38 client accounts

Services offered by COMPERIO RETIREMENT CONSULTING, INC.

Per Form ADV

Financial planning

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at COMPERIO RETIREMENT CONSULTING, INC. →

Introduction

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Frequently Asked Questions

What services does Charles Dean Leedy offer?

Charles Dean Leedy specializes in Financial Planning. Contact their office in CHAPEL HILL, North Carolina for a consultation.

What are Charles Dean Leedy's credentials?

Charles Dean Leedy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Dean Leedy located?

Charles Dean Leedy is based in CHAPEL HILL, North Carolina, working with COMPERIO RETIREMENT CONSULTING, INC.. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.

How does Charles Dean Leedy charge for services?

Charles Dean Leedy'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 COMPERIO RETIREMENT CONSULTING, INC.?

COMPERIO RETIREMENT CONSULTING, INC. has approximately 5 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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