Leah Grace Williams
Investment Adviser Representative at Blueprint Financial Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Leah Grace Williams is an investment adviser representative with Blueprint Financial Advisors in Charlotte, NC, where they have been registered since 2026. They have worked in the securities industry since 2016 and have been registered with 3 firms, including Hornor, Townsend & KENT, LLC and Eagle Strategies LLC. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina and South Carolina.
Registrations & licenses
- Investment adviser:
- North Carolina, South Carolina
- Broker:
2 states and territories
North Carolina, South Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- New York Life Insurance Co.Jun 2016 – Oct 2023Charlotte, NC
- NYLIFE Securities LLCAug 2016 – Oct 2023Charlotte, NC
- Eagle Strategies LLCDec 2021 – Oct 2023Charlotte, NC
- Hornor, Townsend, & KENT LLCNov 2023 – Feb 2026Horsham, PA
- PENN Mutual LIFE Insurance CompanySep 2023 – no end date reportedHorsham, PA
- Blueprint Financial Advisors LLCFeb 2026 – no end date reportedCharlotte, NC
- Maplewood Investments Inc.Feb 2026 – no end date reportedDallas, TX
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Blueprint Financial Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Practice management, technology, in-house back-office capabilities, and customized asset management
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 36
- Offices listed on AdvisorFinder:
- 9
- Main office:
- Charlotte, NC
- SEC file number:
- 801-121848
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 24, 2026
View full firm profileOther advisors at Blueprint Financial Advisors
Showing 12 of 36 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Leah Grace Williams has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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