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Wayne O Leevy

STONERIDGE PMG ADVISORS, LLC·RADNOR, Pennsylvania
Unclaimed Profile
201 KING OF PRUSSIA ROAD, RADNOR, PA 19087CRD# 4068567Firm CRD# 107662
01

About

Wayne O Leevy is a registered financial advisor based in RADNOR, Pennsylvania, affiliated with STONERIDGE PMG ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
STONERIDGE PMG ADVISORS, LLC
STONERIDGE PMG ADVISORS, LLC
AUM
$982M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at STONERIDGE PMG ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4068567
Firm CRD# 107662
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wayne O Leevy offer?
Wayne O Leevy specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in RADNOR, Pennsylvania for a consultation.
What are Wayne O Leevy's credentials?
Wayne O Leevy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wayne O Leevy located?
Wayne O Leevy is based in RADNOR, Pennsylvania, working with STONERIDGE PMG ADVISORS, LLC. Their office serves clients in the RADNOR metropolitan area and surrounding communities.
How does Wayne O Leevy charge for services?
Wayne O Leevy'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 STONERIDGE PMG ADVISORS, LLC?
STONERIDGE PMG ADVISORS, LLC has approximately 8 employees and manages $982M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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