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Stephen Dallas Tally

LEO WEALTH, LLC·HURST, Texas
SIE, Series 7, Series 63Clean record23 years registeredLEO WEALTH, LLC
860 AIRPORT FREEWAY, HURST, TX 76054CRD# 4024339Firm CRD# 283891

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Dallas Tally · HURST, TX
Registration
CRD #4024339 · LEO WEALTH, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

LEO WEALTH, LLC
Oct 2016 – present
LEO FUND SERVICES, LLC
Jun 2015 – present
THE AYCO COMPANY,L.P.
Jan 2003 – Dec 2005
PARSIPPANY, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · January 7, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LEO WEALTH, LLC
CRD 283891 · SEC 801-108435
AUM
$1.5B
Regulatory assets under management
Employees
31
3,937 client accounts
Services offered by LEO WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LEO WEALTH, LLC →
Introduction

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05

Frequently Asked Questions

What services does Stephen Dallas Tally offer?
Stephen Dallas Tally specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HURST, Texas for a consultation.
What are Stephen Dallas Tally's credentials?
Stephen Dallas Tally is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Dallas Tally located?
Stephen Dallas Tally is based in HURST, Texas, working with LEO WEALTH, LLC. Their office serves clients in the HURST metropolitan area and surrounding communities.
How does Stephen Dallas Tally charge for services?
Stephen Dallas Tally's firm is compensated through percentage of aum, hourly charges, subscription fees, other: financial planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEO WEALTH, LLC?
LEO WEALTH, LLC has approximately 31 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEO WEALTH, LLC

Harmen Christiaan Overdijk
HURST, TX
Jessica Carolyn Cutrera Papadopoulos
HURST, TX
Kenneth Francis Dugan
ISELIN, NJ
Michael Anthony Bohlinger
ISELIN, NJ

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Research
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