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Claude Leveille

15 Years of Experience
Franklin, TN

Claude Leveille is a registered investment advisor at Courant Investment Management LLC, based in Franklin, TN, with 15 years of industry experience. Claude operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $140M in assets under management.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$135.5M

Fee Structure

Investment management only (planning not offered)

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

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Location

Franklin, TN

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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
Courant Investment Management LLC
October 2010 - Present · 15 yrs 7 mos
State Registrations1 state
TN
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.