Leesa Nadyne Gilliam
Investment adviser representative at Annex Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$8.1BFirm assets
22 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
12 years in the industry.
- Annex Wealth Management, LLCFeb 2024 to now
- PNC BankJul 2017 to Feb 2024
- PNC InvestmentsJul 2017 to Feb 2024
- BMO Harris Financial AdvisorsFeb 2014 to Jul 2017
- BMO Private BankJan 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (WI).
Annex Wealth Management, LLC
Legal name: Annex Advisory Services, LLC
$8.1BAssets managed
6,802Clients
98Advisers
22 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
- 4256981
- Firm CRD
- 127987