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Nelson Gary

20 Years of Experience
dunwoody, GA

Nelson Gary is a registered investment advisor at Leechgary Asset Management LLC, based in dunwoody, GA, with 20 years of industry experience. Nelson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23 clients with $23M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$23.0M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2494 jett ferry road, dunwoody, GA, 30338

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Leechgary Asset Management LLC
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Leechgary Asset Management LLC
May 2005 - December 2017 · 12 yrs 7 mos
State Registrations1 state
GA
Advisor

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.
Nelson Gary - Financial Advisor | TrueAdvisor