Christakis Charalambous
Investment adviser representative at Leo Wealth, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$3.2BFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Leo Wealth, LLCAug 2021 to now
- Leogroup Wealth Solutions, LLCJun 2021 to Aug 2021
- UnemployedOct 2019 to May 2021
- Edge Wealth ManagementJun 2011 to Sep 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Leo Wealth, LLC
$3.2BAssets managed
1,714Clients
11Advisers
10 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
- 7423098
- Firm CRD
- 283891