linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robin Marie Leahy

Register Financial Advisors, LLC

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

About Robin Marie Leahy

Robin Leahy is a financial advisor who has been in the industry since November 2002. Robin is currently registered with Register Financial Advisors, LLC and has been with the firm since September 2020. Robin is also registered with the state of Georgia as a registered investment advisor representative. Robin has experience in working with high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans. Robin provides a variety of financial planning, portfolio management, and other advisory services to their clients.

Firm Information

Robin Leahy is currently registered with Register Financial Advisors, LLC. Register Financial Advisors, LLC is an Atlanta, GA-based investment advisor with $396,907,109 in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They work with high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth.
Register Financial Advisors, LLC

3500 LENOX ROAD

ATLANTA, GA 30326

$396.91M

Assets Under Management

Not reported

Total Clients

13

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

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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.

Robin Leahy’s Registration & Firm History

GA

10/02/2020 - Present

Register Financial Advisors, LLC (ATLANTA GA)

GA

06/01/2009 - 08/26/2020

MORGAN STANLEY (ATLANTA GA)

GA

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)

GA

11/19/2002 - 04/02/2007

MORGAN STANLEY DW INC. (ATLANTA GA)

Not sure if Robin Marie Leahy is right for you?

Licenses & Designations

BC

Issued 02/27/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robin Marie Leahy. Review regulatory record here.
Not sure if Robin Marie Leahy is right for you?