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Barry Todd Leasure

GREERWALKER WEALTH MANAGEMENT LLC·CHARLOTTE, North Carolina
Series 65Clean record1 years registeredGREERWALKER WEALTH MANAGEMENT LLC
227 WEST TRADE STREET, CHARLOTTE, NC 28202CRD# 4545026Firm CRD# 118154

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Barry Todd Leasure · CHARLOTTE, NC
Registration
CRD #4545026 · GREERWALKER WEALTH MANAGEMENT LLC · 1 years registered
Brand Profile
Not yet started
01

Career History

BROOKSTONE WEALTH ADVISORS, LLC
Aug 2024 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 30, 2024
Years registered · 1
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GREERWALKER WEALTH LLC
CRD 118154 · SEC 801-61246
AUM
$346M
Regulatory assets under management
Employees
5
618 client accounts
Services offered by GREERWALKER WEALTH LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GREERWALKER WEALTH LLC →
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05

Frequently Asked Questions

What services does Barry Todd Leasure offer?
Barry Todd Leasure specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Barry Todd Leasure's credentials?
Barry Todd Leasure is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barry Todd Leasure located?
Barry Todd Leasure is based in CHARLOTTE, North Carolina, working with GREERWALKER WEALTH MANAGEMENT LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Barry Todd Leasure charge for services?
Barry Todd Leasure'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 GREERWALKER WEALTH MANAGEMENT LLC?
GREERWALKER WEALTH MANAGEMENT LLC has approximately 5 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREERWALKER WEALTH MANAGEMENT LLC

Peter Madison Walton
CHARLOTTE, NC
Brian Hugh Smith
CHARLOTTE, NC
James Eric Hutchby
CHARLOTTE, NC
Donna Lee Rasile
CHARLOTTE, NC

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Nearby cities in North Carolina
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City Guides
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Research
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