Unclaimed Profile

Leah Marie Long

WEDGE CAPITAL MANAGEMENT LLP·CHARLOTTE, North Carolina

Series 7, Series 24, Series 63Clean record20 years registeredWEDGE CAPITAL MANAGEMENT LLP

301 SOUTH COLLEGE STREET, CHARLOTTE, NC 28202-6002CRD# 1943184Firm CRD# 106234

Profile Verification

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

Identity

Leah Marie Long · CHARLOTTE, NC

Registration

CRD #1943184 · WEDGE CAPITAL MANAGEMENT LLP · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEDGE CAPITAL MANAGEMENT LLP

WEDGE CAPITAL MANAGEMENT LLP

Feb 2006 – Apr 2024

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · February 7, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEDGE CAPITAL MANAGEMENT LLP

CRD 106234 · SEC 801-29479

AUM

$7.6B

Regulatory assets under management

Employees

234 client accounts

Services offered by WEDGE CAPITAL MANAGEMENT LLP

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at WEDGE CAPITAL MANAGEMENT LLP →

Introduction

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Frequently Asked Questions

What services does Leah Marie Long offer?

Leah Marie Long specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Leah Marie Long's credentials?

Leah Marie Long is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Leah Marie Long located?

Leah Marie Long is based in CHARLOTTE, North Carolina, last registered with WEDGE CAPITAL MANAGEMENT LLP.

How does Leah Marie Long charge for services?

Leah Marie Long's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEDGE CAPITAL MANAGEMENT LLP?

WEDGE CAPITAL MANAGEMENT LLP has approximately 26 employees and manages $7.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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