linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Martyn Leigh

Amerity Wealth Management, LLC

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

About Daniel Martyn Leigh

Daniel Martyn Leigh is an Investment Advisor Representative at Amerity Wealth Management, LLC. Daniel is registered to provide investment advisory services in Texas and has a Series 65 license. Daniel holds the Series 65 license, and has worked in the financial services industry since 2014. Daniel is active in the financial services industry, having held positions with Skybound Wealth Management, LLC, deVere USA, and Alexander Peter Wealth Management. Daniel has experience providing financial planning services and portfolio management to both individuals and businesses.

Firm Information

Daniel Leigh is currently registered with Amerity Wealth Management, LLC. Amerity Wealth Management, LLC is a registered investment adviser located in Lakeland, Florida. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm manages approximately $141 million in assets for 496 clients. Amerity Wealth Management, LLC also offers selection of other advisers as an advisory service. The firm has 10 licensed agents, 12 investment adviser representatives, and 14 investment advisory functions.
Amerity Wealth Management, LLC

4740 CLEVELAND HEIGHTS BOULEVARD, SUITE 5

LAKELAND, FL 33813

$141.04M

Assets Under Management

Not reported

Total Clients

8

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.

Daniel Leigh’s Registration & Firm History

NA

08/01/2024 - Present

Amerity Wealth Management, LLC (Cheltenham )

Not sure if Daniel Martyn Leigh is right for you?

Licenses & Designations

IA

Issued 07/17/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Martyn Leigh.
Not sure if Daniel Martyn Leigh is right for you?