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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Ann Leahy is an investment advisor representative with Vivaldi Capital Management LP. Rachel has been in the industry since July 2015. Rachel holds a Series 63, Series 7 and SIE license. Rachel has been a director of alternatives at Sunrise Capital Management LLC since January 1, 2016. Sunrise Capital Management LLC serves as the managing member of several private funds. Rachel has worked for The Vanguard Group, Inc. and Purdue University. Rachel is also a certified financial planner.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IN
11/26/2024 - Present
Vivaldi Capital Management LP (FISHERS IN)
NC
07/07/2015 - 01/20/2016
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 07/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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