LynnLeigh & Company, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$157,063,939
Clients
281
Advisors
3
across 2 offices
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
Expertise
Fee options
In limited circumstances, fixed fees may be negotiated on a case-by-case basis.
$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%
Advisory Persons may earn separate commissions on insurance products sold, which is separate from advisory fees.
Hourly charges are reported in SEC Form ADV Part 1 but not specified in brochure.
Main office
See office1160 Pittsford Victor Road, Suite A
Pittsford NY 14534
Advisors at this office
2
Offices (2)
Most active in
Florida · New York · North Carolina
Also doing business as
Bragging Rights, LLC · Ever Green Wealth Management · Gillette, Rebecca L. · Great Lakes Financial · J. Curtis Wealth Advisory Services · Lynn Leigh & Company., LLC · Lynnleigh & Company, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Quick links
Advisors at this firm
Kelly O
CFP®, Series 63
Pittsford, NY
LynnLeigh & Company, LLC
Kelly Olczak is a CFP® with 17 years of industry experience, currently serving as a financial advisor at LynnLeigh & Company, LLC since 2018. Prior to this, she worked at Cornerstone Wealth Management, LLC, and LPL Financial, LLC. Outside of her advisory role, she is involved in a family business, The Karma Sauce Company, which produces goods on a farm property intended for retirement. LynnLeigh & Company, LLC is a New York-registered investment adviser providing wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term investment process using customized and model portfolios that incorporate fundamental, technical, cyclical, and charting analysis tailored to each client’s risk profile and objectives.
Rebecca G
Series 66, Series 65
Pittsford, NY
LynnLeigh & Company, LLC
Rebecca Gillette is a financial advisor with LynnLeigh & Company, LLC, holding Series 66 and Series 65 licenses and bringing 19 years of industry experience. She has worked at LynnLeigh & Company since 2018 and previously spent two years with Great Lakes Financial. She is also the owner of GFC Compliance Partners, LLC, a compliance consulting firm serving investment advisor firms. 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 employs a primarily long-term investment process combining fundamental, technical, cyclical, and charting analysis to tailor asset allocation and investment selection to client risk profiles and objectives.
Jason C
Series 66
Rochester, NY
LynnLeigh & Company, LLC
Jason Curtis is a financial advisor at LynnLeigh & Company, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Cornerstone Wealth Management, LLC and LPL Financial, LLC. Outside of his advisory role, he is the sole owner of Free2Ski, LLC, a pass-through entity related to his investment activities. LynnLeigh & Company, LLC is a New York-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term investment approach, using customized or model portfolios with low-cost mutual funds, ETFs, and other securities tailored to clients' risk profiles and objectives.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")