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Randi Hillary Leese

Thrive Capital Management, LLC

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About Randi Hillary Leese

Randi Hillary Leese is an Investment Advisor Representative with Thrive Capital Management, LLC in FORT WASHINGTON, Pennsylvania. Randi has been in the industry since March 31, 2003 and is licensed to advise clients on a wide range of financial topics. Randi has experience working with both high-net-worth individuals and individuals other than high-net-worth, and has a strong track record of success in providing financial planning and investment advice.

Firm Information

Randi Leese is currently registered with Thrive Capital Management, LLC. Thrive Capital Management, LLC is an investment advisor headquartered in FORT WASHINGTON, PA. The firm has 16 licensed agents and manages over $392,766,587 in regulatory assets. They provide financial planning, portfolio management for individuals, and educational seminars. They work with high-net-worth individuals and other individuals.
Thrive Capital Management, LLC

500 W OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034

$392.77M

Assets Under Management

Not reported

Total Clients

14

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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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percentage of assets

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

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Randi Leese’s Registration & Firm History

PA

03/28/2024 - Present

Thrive Capital Management, LLC (FORT WASHINGTON PA)

PA

03/31/2003 - 11/02/2017

PFS INVESTMENTS INC. (FORT WASHINGTON PA)

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Licenses & Designations

IA

Issued 03/11/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/09/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/02/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Randi Hillary Leese. Review regulatory record here.
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