Leigh Moglia is a CFA, CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in New York, NY, with 18 years of industry experience. Leigh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.
Fee Estimator
Location
Rockefeller Center, One Rockefeller Plaza, Suite 1030, New York, NY, 10020
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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.
Learn about disclosures →Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Yorkbridge Wealth Partners, LLC
Purshe Kaplan Sterling InvestmentsBroker
Lebenthal Wealth Advisors, LLC
Lebenthal Asset Management, LLC
Lebenthal & CO., LLCBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
State Registrations1 state
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
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