Leah Belanger is a registered investment advisor at Walter & Shuffain Financial Services, LLC, based in Boston, MA, with 2 years of industry experience. Leah operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
6 advisors
IM Fee
Planning only

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

One International Place, Suite 1010, Boston, MA, 02110

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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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Other Business Activities

Leah is a CPA shareholder at Walter Shuffain PC, an accounting and tax compliance firm, since June 2024. This requires nearly full-time commitment, with some hours during trading hours.

Employment History
Current Registrations
Walter & Shuffain Financial Services, LLC
November 2023 - Present · 2 yrs 6 mos
State Registrations1 state
MA
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.