Leahy Wealth Management Group, Inc.
Leahy Wealth Management Group, Inc. (CRD# 150711) is a financial advisory firm headquartered in New York, NY. They manage $34,710,000 in 108 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts108ACCOUNTS
Average Account Value$321,389
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Robert Leahy (CRD# 2079799) is an Investment Advisor Representative working at Leahy Wealth Management Group, Inc. in New York, NY and has over 27 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.