Teresa Leary, financial advisor Portsmouth NH
93 score

Teresa Leary

CRD Number: 5511921
Current Firm: Weyland Capital Management LLC

Teresa Leary (CRD# 5511921) is an Investment Advisor Representative working at Weyland Capital Management LLC in Portsmouth, NH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Weyland Capital Management LLC Portsmouth, NH Jan 2010 - Current 6
Weyland Financial Group LLC Portsmouth, NH Oct 2007 - Jan 2010 2
Prime, Buchholz & Assoc. Portsmouth, NH Mar 2002 - Oct 2007 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2008
Contact Info for Teresa M. Leary
Phone Number: 603-433-8994
Firm Website: http://weyland.com
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    173
    MILLIONS
  • Total Number of Accounts
    137
    ACCOUNTS
  • Average Account Value
    $1,265,071
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

IL, MA, ME, MN, NH, NY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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