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Leon Van wyk

Liontree Advisors LLC

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About Leon Van wyk

Leon Van wyk is a financial advisor with over 2 years of experience in the industry. Leon holds the Series 63, Series 79TO, and SIE licenses, and is currently registered with Liontree Advisors LLC in New York. Leon previously worked for Citigroup Global Markets Inc., where they were registered as both a broker-dealer and an investment advisor.

Firm Information

Leon Van wyk is currently registered with Liontree Advisors LLC. Liontree Advisors LLC is a Limited Liability Company formed in May 2012. The firm is registered with the SEC and has a presence in 22 states, including Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Kansas, Louisiana, Maryland, Massachusetts, Nebraska, Nevada, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, and Washington.

Not reported

Assets Under Management

Not reported

Total Clients

37

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.

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.

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Leon Van wyk’s Registration & Firm History

NY

09/19/2022 - Present

Liontree Advisors LLC (New York NY)

NY

08/28/2021 - 08/17/2022

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/20/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/28/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leon Van wyk.
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