Leith Suzanne Harmon
Investment adviser representative at Wealthcare Advisory Partners LLC
20 yearsExperience
1 stateRegistered in
$8.3BFirm assets
12 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
Experience
20 years in the industry.
- Wealthcare Advisory Partners LLCDec 2024 to now
- Wealthcare Advisory Partners LLC dba Counsel Fiduciary, LLCDec 2024 to now
- Counsel Fiduciary, LLCJun 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (NY).
Wealthcare Advisory Partners LLC
$8.3BAssets managed
10,948Clients
172Advisers
12 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
- 4021187
- Firm CRD
- 171976