Ryan LeachCRD Number: 6551227
Current Firm: Captrust
Ryan Leach (CRD# 6551227) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 2 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Captrust Financial Advisors||Raleigh, NC||Aug 2015 - Current||6|
|Pricewaterhousecoopers LLP||Raleigh, NC||Jan 2014 - Jul 2015||1|
|Websterrogers LLP||Bluffton,, SC||Jun 2013 - Dec 2013||< 1|
|Cherry Bekaert LLP||Bluffton, SC||Oct 2012 - Jun 2013||< 1|
|Full Time Education||Wilmington, NC||Jan 2010 - Sep 2012||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2019|
Total Assets Under Management450,010MILLIONS
Total Number of Accounts42,717ACCOUNTS
Average Account Value$10,534,691
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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