Christopher Leavay is a registered investment advisor, based in Wilton, CT, with 21 years of industry experience.
Location
195 Danbury Rd, Ste 120, Wilton, CT, 06897
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Regulatory History
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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Christopher is a co-trustee of the AWM Profit Share 401k plan and a trustee for the Adaptive Wealth Management LLC 401k, dedicating minimal time to each. He also has 50% ownership in Adaptive Wealth Management, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations13 states
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