This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-02-2018
- Office Locations
- 2
Office Locations
About Lynnleigh & Company, LLC
Lynnleigh & Company (Pittsford, NY) delivers Big Picture Planning that coordinates investing, retirement, tax decisions, and legacy planning into one evolving strategy. The firm works with successful, busy individuals and families navigating complexity who want intentional, long-term guidance, using disciplined asset allocation and portfolio construction via ETFs and mutual funds. Custody includes Schwab and Merrill Lynch.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
REBECCA LYNN GILLETTE
Chief Compliance Officer, Co-founder
- CRD
- #4208151
- Ownership
- 50% but less than 75%
Kelly Leigh Olczak
Co-founder, Investment Advisor, Managing Partner
- CRD
- #5039125
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Jason Paul Curtis
Owner
- CRD
- #5705639
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $161,537,057 | $560,893 |
| Non-Discretionary | $0 | -- |
| Total | $161,537,057 | $560,893 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing