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Patrick Robert Lebedis

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC·CHARLOTTE, North Carolina
Clean recordCAPITAL GUARDIAN WEALTH MANAGEMENT, LLC
521 EAST MOREHEAD ST, CHARLOTTE, NC 28202CRD# 4046716Firm CRD# 131631

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Robert Lebedis · CHARLOTTE, NC
Registration
CRD #4046716 · CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick Robert Lebedis is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC
AUM
$465M
Regulatory assets under management
Employees
30
Total firm employees
View all advisors at CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4046716
Firm CRD# 131631
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Robert Lebedis offer?
Patrick Robert Lebedis specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Patrick Robert Lebedis's credentials?
Patrick Robert Lebedis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Robert Lebedis located?
Patrick Robert Lebedis is based in CHARLOTTE, North Carolina, working with CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Patrick Robert Lebedis charge for services?
Patrick Robert Lebedis's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC?
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC has approximately 30 employees and manages $465M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

David Alan Boyer
CHARLOTTE, NC
Andrew Brian Scherr
CHARLOTTE, NC
Franklin Thomas Gutierrez
CHARLOTTE, NC
Stephen Rocco Facella
CHARLOTTE, NC
Greg Hogan
CHARLOTTE, NC
Alexander Chatfield Burns
CHARLOTTE, NC

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Browse by Specialty

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Nearby cities in North Carolina
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City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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