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Robin Leahy
23 Years of Experience
Atlanta, GA
1 DisclosureBroker
Robin Leahy is a registered investment advisor at Register Financial Advisors, LLC, based in Atlanta, GA, with 23 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 433 clients with $490M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
433 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$488.5M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.50% |
Fees are negotiable for accounts above $2,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3500 Lenox Road, Suite 1700, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (1)
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Financial
January 2018Final
Employment History
Current Registrations
Register Financial Advisors, LLC
October 2020 - Present · 5 yrs 7 mos
Register Financial Associates, INC.Broker
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Morgan Stanley
July 2011 - August 2020 · 9 yrs 1 mo
Morgan StanleyBroker
June 2009 - August 2020 · 11 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
November 2002 - April 2007 · 4 yrs 5 mos
State Registrations1 state
GA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.