Leah M. Beattie

VERIS WEALTH PARTNERS

PORTSMOUTH, NH 03801

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CRD#: 4862603

Professional summary

Leah Megan Beattie, who also goes by Leah Megan Prokop, is a registered financial advisor currently at VERIS WEALTH PARTNERS, LLC located in Portsmouth, New Hampshire.

Leah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Leah has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Leah Megan Prokop

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 Leah Megan Beattie'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

August 15, 2008 - Present

VERIS WEALTH PARTNERS, LLC

Office #1: 1 Cate Street 4th Floor, Portsmouth, NH, 03801

RIA

CRD#: 143588

PORTSMOUTH, NH

Past

November 9, 2006 - September 20, 2007

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

PORTSMOUTH, NH

Past

November 9, 2006 - September 20, 2007

A. G. EDWARDS & SONS, INC.

CRD#: 4

PORTSMOUTH, NH

Past

November 25, 2004 - August 31, 2005

WADDELL & REED

RIA

CRD#: 866

PORTSMOUTH, NH

Past

October 28, 2004 - August 31, 2005

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

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".

VERIS WEALTH PARTNERS, LLC

ANDERS AND ASSOCIATES, LLC | VERIS WEALTH PARTNERS, LLC

CRD#: 143588 / SEC#: 801-67966

RIA

Registered Investment Advisory firm - (6/8/2007 Approved)

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

New Hampshire
(8/15/2008)

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 65

Date: 11/24/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/8/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/28/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/25/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VERIS WEALTH PARTNERS, LLC

ANDERS AND ASSOCIATES, LLC | VERIS WEALTH PARTNERS, LLC

CRD#: 143588 / SEC#: 801-67966

RIA

Registered Investment Advisory firm - (6/8/2007 Approved)

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Contact information

Main Address

1111 Broadway Suite 300, Oakland, CA 94607

Mailing Address

Phone number

(415) 814-0580

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (2025 ANNUAL UPDATING AMMENDMENT MAY) (5/30/2025)

Regulatory assets under management

Total Number of Accounts	2,654
AUM (Assets Under Management)	$ 2,259,771,653

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/07/2025	Cover Page	Report
11/12/2024	Cover Page	Report
01/02/2024	Cover Page	Report
12/02/2022	Cover Page	Report

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

Leah M. Beattie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leah Megan Beattie's CRS (Customer Relationship Summary).

Certified licenses

Experience

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

VERIS WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/24/2004

Series 63

Date: 11/8/2004

Series 7

Date: 6/28/2007

Series 6

Date: 10/25/2004

Current Firm

VERIS WEALTH PARTNERS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VERIS WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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