Charles Duryee (CRD# 7341378) is an Investment Advisor Representative working at Leo Wealth, LLC in Hurst, TX and has over 3 years of experience in the finance industry.
CRD# 6678578
J.p. Morgan Securities LLC
CRD# 4722177
Stifel, Nicolaus & Company, Incorporated
CRD# 4234153
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Leo Wealth, LLC | Iselin, NJ | Aug 2021 - Current | 2 |
| Leogroup Wealth Solutions, LLC | Iselin, NJ | Feb 2021 - Aug 2021 | < 1 |
| Leogroup Wealth Solutions, LLC | Iselin, NJ | Sep 2019 - Feb 2021 | 1 |
| Wilmington Trust | Baltimore, MD | Jul 2018 - Sep 2019 | 1 |
| Bucknell University | Lewisburg, PA | Aug 2014 - May 2018 | 3 |
| Simon Quick | Morristown, NJ | May 2017 - Aug 2017 | < 1 |
| Sankaty Head | Nantucket, MA | Jun 2014 - Aug 2016 | 2 |
| Pingry High School | Basking Ride, NJ | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- NJ
- NY
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Total Assets Under Management1,518MILLIONS
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Total Number of Accounts3,937ACCOUNTS
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Average Account Value$385,688
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, IN, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OK, PA, TX, VA
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