Morgan Stanley
47yrs
Top advisor by experience in New York
27yrs
Leith Harmon
Full name on record: Leith Suzanne Harmon
Financial advisor at Wealthcare Advisory Partners
Based in New York, New York, Leith Harmon is a fiduciary financial advisor with 27 years of industry experience. Leith has been with Wealthcare Advisory Partners since 2024; before that, Leith spent four years at Counsel Fiduciary and two years at Merrill. Wealthcare Advisory Partners offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 18% by experience in New York
Office1345 Sixth Ave 2nd Floor, New York, NY 10105
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$719,205
Advisors at the firm154
States licensed ?1 state
Services through Wealthcare Advisory Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Dec 2024 – nowWealthcare Advisory Partners LLCCurrent firm
- 2021 – 2025Counsel Fiduciary, LLCPreviously
- 2002 – 2005MerrillPreviously
Contact Leith
1345 Sixth Ave 2nd FloorNew York, NY 10105Office · Get directions Firm main line(804) 644-4711Headquarters: Wealthcare Advisory Partners · West Chester, PA LinkedIn pageWealthcare Advisory Partners
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Questions to ask Leith
Tailored to Leith’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Leith
How do I contact Leith?
Call Wealthcare Advisory Partners at (804) 644-4711 and ask for Leith Harmon. Leith works from the New York, NY office.
How long has Leith been a financial advisor?
Leith has been in the industry since 1999, about 27 years. Top 18% by experience in New York.
What licenses does Leith hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Leith a fiduciary?
Leith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Leith paid?
Wealthcare Advisory Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Leith for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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