Chief Operating Officer · Certuity, LLC
Leonidas C. Mecham
CRD 5422991 · Named on Form ADV at one SEC-registered adviser
At a glance
Certuity, LLC, an SEC-registered wealth manager based in North Palm Beach, FL with $3.3 billion in regulatory assets, lists Leonidas C. Mecham on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- Certuity, LLCChief Operating OfficerWealth manager · North Palm Beach, FL · $3.3B in regulatory assets
AtlasMembers
Leonidas’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Mark H. UdisPartner, Certuity, LLC
- Paul W. FelschChief Compliance Officer & Counsel, Certuity, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Leonidas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.