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FAIRLEAD STRATEGIES LLC

GREENWICH, CT · CRD 341167 · IAPD ↗ · 203-872-6500

$0Regulatory AUM
3Advisory reps
4Employees
89Clients
n/aPlanning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — FAIRLEAD STRATEGIES LLC (GREENWICH, CT) is newly SEC-registered with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.