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Brett Thomas Leahy

ECHELONS CAPITAL, LLC·PARK CITY, Utah
SIE, Series 3, Series 7, Series 63, Series 65Clean recordECHELONS CAPITAL, LLC
2078 PROSPECTOR AVENUE, PARK CITY, UT 84060CRD# 6773507Firm CRD# 325781

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brett Thomas Leahy · PARK CITY, UT
Registration
CRD #6773507 · ECHELONS CAPITAL, LLC
Brand Profile
Not yet started
01

Career History

ECHELONS CAPITAL, LLC
Aug 2025 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 63
Series 65
Registration record
First registered · August 25, 2025
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ECHELONS CAPITAL, LLC
CRD 325781 · SEC 801-127673
AUM
$130M
Regulatory assets under management
Employees
2
105 client accounts
Services offered by ECHELONS CAPITAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ECHELONS CAPITAL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Brett Thomas Leahy offer?
Brett Thomas Leahy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PARK CITY, Utah for a consultation.
What are Brett Thomas Leahy's credentials?
Brett Thomas Leahy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Thomas Leahy located?
Brett Thomas Leahy is based in PARK CITY, Utah, working with ECHELONS CAPITAL, LLC. Their office serves clients in the PARK CITY metropolitan area and surrounding communities.
How does Brett Thomas Leahy charge for services?
Brett Thomas Leahy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ECHELONS CAPITAL, LLC?
ECHELONS CAPITAL, LLC has approximately 2 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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John Patrick Rudio
PARK CITY, UT

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Research
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