LynnLeigh & Company, LLC

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Client assets under management

$157,063,939

Clients

281

20% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$558,946

About

LynnLeigh & Company, LLC is a New York‑registered investment adviser that provides wealth management, discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, trusts, estates and retirement plans. The firm constructs customized portfolios or places clients into model portfolios using low‑cost mutual funds and ETFs and may also utilize individual stocks, bonds or corporate debt when appropriate.

The firm’s investment process is primarily long‑term focused and combines fundamental, technical, cyclical and charting analysis to set asset allocation and select investments tailored to each client’s risk profile and objectives. LynnLeigh may purchase third‑party research and model portfolios, monitors accounts on a continuous basis with formal reviews at least annually, and executes trades through custodians selected by clients (commonly recommending Charles Schwab).

LynnLeigh’s ADV and disclosures show several features that are less common among peers of its size, including advisory personnel who are licensed insurance professionals and may earn commissions on insurance sales, and a formal solicitation arrangement with LVW Advisors for client referrals. The firm also works with other financial institutions and advisers for research and model allocations and discloses practices—such as not accepting proxy‑voting authority and relying on client‑directed custodians—that signal a delegated execution and referral‑oriented operating model.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Wealth management

Fee options

Fixed

In limited circumstances, fixed fees may be negotiated on a case-by-case basis.

Percentage

$0 - $500,000: Up to 1.50% $500,001 - $1,000,000: Up to 1.25% $1,000,001 - $2,500,000: Up to 1.00% $2,500,001 - $5,000,000: Up to 0.90% $5,000,001+: Up to 0.80%

Commissions

Advisory Persons may earn separate commissions on insurance products sold, which is separate from advisory fees.

Project-based

Hourly charges are reported in SEC Form ADV Part 1 but not specified in brochure.

Main office location

LynnLeigh & Company, LLC

1160 Pittsford Victor Road, Suite A

Pittsford NY 14534, United States

Number of offices

Most active in

Florida · New York · North Carolina

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook YouTube Website (585) 623-5970

Advisors at this firm

Kelly O

CFP®, Series 63

Pittsford, NY

LynnLeigh & Company, LLC

Kelly Olczak is a CFP® professional with 16 years of experience in financial advising. She has worked at LynnLeigh & Company, LLC since 2018, and previously held positions at Cornerstone Wealth Management, LPL Financial, and Edward Jones. Outside of financial services, she is involved with The Karma Sauce Company, a family business connected to a farm property where produce is grown. LynnLeigh & Company, LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans. The firm uses a customized, long-term investment approach with diversified portfolios that include mutual funds, ETFs, and individual securities.

Wealth management

Rebecca G

Series 65, Series 66

Pittsford, NY

LynnLeigh & Company, LLC

Rebecca Gillette is a financial advisor with LynnLeigh & Company, LLC in Pittsford, NY, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. She has worked at LynnLeigh & Company since 2018 and previously at Great Lakes Financial. Gillette is also the owner of GFC Compliance Partners, LLC, a compliance consulting firm for investment advisor firms. LynnLeigh & Company provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans. The firm uses a customized, long-term investment approach with diversified portfolios that may include mutual funds, ETFs, and individual securities.

Wealth management

Jason C

Series 66

Rochester, NY

LynnLeigh & Company, LLC

Jason Curtis is a financial advisor with LynnLeigh & Company, LLC in Rochester, NY, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Edward Jones, Cornerstone Wealth Management, LLC, and LPL Financial. Outside of his advisory work, he is the sole owner of Free2Ski, LLC, a pass-through entity related to his investment activities. LynnLeigh & Company, LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans. The firm employs a customized, long-term investment approach using diversified mutual funds, ETFs, and individual securities, supported by internal due diligence and third-party research.

Wealth management

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