Daniel Martyn Leigh
Investment adviser representative at Amerity Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$338.8MFirm assets
3 yearsFirm in business
Are you Daniel Martyn Leigh? Claim your profile
Contact this firm
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
- Pension consulting
Experience
11 years in the industry.
- Alexander Peter Wealth ManagementAug 2024 to now
- Amerity Wealth Management, LLCAug 2024 to now
- Amerity Financial LLCJul 2023 to now
- Personal Development and StudyOct 2023 to Jul 2024
- Skybound Wealth Management, LLCAug 2017 to Sep 2023
- Personal Development and StudyApr 2017 to Jul 2017
- Devere USAMay 2015 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Amerity Wealth Management, LLC
$338.8MAssets managed
750Clients
17Advisers
3 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
- 7966468
- Firm CRD
- 322265