linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher Cameron Leary

Argos Wealth Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher Cameron Leary

Christopher Cameron Leary is a Certified Financial Planner® with over 8 years of experience in the financial services industry. Christopher has a Series 65 license and is registered as an Investment Advisor Representative with Argos Wealth Advisors LLC in Saint Helena, California. Christopher previously worked at Brownson Rehmus & Foxworth, Inc., Seiler LLP and Bordeaux Wealth Advisors LLC. Christopher's expertise includes portfolio management for individuals and pooled investment vehicles, financial planning, and selection of other advisors.

Firm Information

Christopher Leary is currently registered with Argos Wealth Advisors LLC. Argos Wealth Advisors LLC is an investment advisor headquartered in . The firm, which was formed , manages over $829,849,450 in client assets, primarily for high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. The firm's investment advisory services include financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Argos Wealth Advisors LLC is registered with the SEC and has a SEC number of 801-68097.

$829.85M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Leary’s Registration & Firm History

CA

01/01/2025 - Present

Argos Wealth Advisors LLC (Saint Helena CA)

Not sure if Christopher Cameron Leary is right for you?

Licenses & Designations

IA

Issued 05/04/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Cameron Leary.
Not sure if Christopher Cameron Leary is right for you?