Unclaimed
Leigh M. Shimamoto is a Certified Financial Planner™ who has been in the financial industry since 2001. Leigh has been a registered investment advisor representative with Wealth Architects, LLC since 2020. Leigh has been a part of Wealth Architects, LLC's Mountain View, CA branch since 2020. Previously, Leigh worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY. Leigh is registered to provide investment advisory services in California.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
03/20/2020 - Present
Wealth Architects, LLC (MOUNTAIN VIEW CA)
NY
04/16/2001 - 06/20/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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