Dennis Michael Leahy
Investment adviser representative at Wellth Advisory Services, LLC
25 yearsExperience
2 statesRegistered in
$26.7BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Wellth Advisory Services, LLCJul 2026 to now
- Strategic Retirement PartnersJul 2026 to now
- LPL Financial, LLCSep 2017 to now
- Global Retirement Partners, LLCSep 2017 to Jul 2026
- Mass MutualSep 2001 to Aug 2017
- MML Investors Services Inc.Sep 2001 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Wellth Advisory Services, LLC
$26.7BAssets managed
3,887Clients
74Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2569498
- Firm CRD
- 330537