Leah Robertson Maybry

Employer firm

Signaturefd, LLC CRD 112758

$9.68B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 08/2019
  Rinehart Wealth Management/ Mcshane Partners
  Charlotte, NC
• 09/2019 → Present
  Signaturefd
  Charlotte, NC

Previous Registrations

• 2017-11-09 → 2019-09-04
  Mcshane Partners
  Charlotte, NC

Other Businesses

Frazier & Deeter Certified Public Accountants and Advisors Principal. Not investment-related. Nature of business is tax preparation. 307 W. Tremont Avenue Ste 200 Charlotte, NC 28203 Start Date: 01/2020 10 hours a week, not all conducted during trading hours. Tax compliance and consulting work for individuals and closely-held businesses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-27

Other Names

• Leah R. Maybry