Leahy Wealth Management Group, Inc.

Leahy Wealth Management Group, Inc. (CRD# 150711) is a financial advisory firm headquartered in New York, NY. They manage $34,100,000 in 98 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $347,959
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, NY

Financial Advisors at Leahy Wealth Management Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert P. Leahy
CRD#: 2079799
Weehawken, NJ
96
Wealthminder
score

Robert Leahy (CRD# 2079799) is an Investment Advisor Representative working at Leahy Wealth Management Group, Inc. in Weehawken, NJ and has over 26 years of experience in the finance industry. Robert Leahy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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