Robert T. Leuffen

TORREY WEALTH

San Diego, CA 92122

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CRD#: 4850738

Professional summary

Robert Tannehill Leuffen, who also goes by Robert Tannehil Leuffen, Robert Leuffen, is a registered financial advisor currently at TORREY WEALTH, LLC located in San Diego, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Robert has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Tannehil Leuffen | Robert Leuffen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Tannehill Leuffen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 4, 2020 - Present

TORREY WEALTH, LLC

Office #1: 4660 La Jolla Village Dr Suite 100, San Diego, CA 92122

RIA

CRD#: 310688

San Diego, CA

Past

August 24, 2010 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

SAN DIEGO, CA

Past

August 24, 2010 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

SAN DIEGO, CA

Past

April 18, 2006 - May 27, 2010

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SAN DIEGO, CA

Past

October 20, 2004 - May 26, 2010

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TORREY WEALTH, LLC

CRD#: 310688 / SEC#: 801-124794

RIA

Registered Investment Advisory firm - (4/28/2022 Approved)

California

Registered Investment Advisory firm - (6/2/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/4/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/28/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/26/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/19/2004

General Securities Representative Examination

Current Firm

TORREY WEALTH, LLC

CRD#: 310688 / SEC#: 801-124794

RIA

Registered Investment Advisory firm - (4/28/2022 Approved)

California

Registered Investment Advisory firm - (6/2/2022 Terminated)

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Contact information

Main Address

4660 La Jolla Village Dr Suite 100, San Diego, CA 92122

Mailing Address

Phone number

(858) 732-5300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A FIRM BROCHURE (3/11/2026)

PART 2A APPENDIX 1 OF FORM ADV: WRAP FEE PROGRAM BROCHURE (3/11/2026)

Regulatory assets under management

Total Number of Accounts	258
AUM (Assets Under Management)	$ 176,749,096

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Robert T. Leuffen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Tannehill Leuffen's CRS (Customer Relationship Summary).

Certified licenses

Experience

TORREY WEALTH, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

TORREY WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/28/2005

Series 63

Date: 10/26/2004

SIE

Date: 10/1/2018

Series 7

Date: 10/19/2004

Current Firm

TORREY WEALTH, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TORREY WEALTH, LLC

TRUST BUT VERIFY

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