Charles Leedy has been an investment adviser representative at Hunter Street Investment Advisors since September 2025, and is not listed among the firm’s executive officers or direct owners. Charles Leedy holds a Degree in Commerce & Engineering from Drexel University and an MBA from Harvard University Graduate School of Business.
Hunter Street Investment Advisors LLC is an Apex, NC firm with $166M under management, 352 clients and 7 advisers in one office, as of its June 2026 filing.
Charles Leedy is Investment Advisor of Hunter Street Investment Advisors. He began his career in institutional bond sales with Salomon Brothers and Goldman Sachs, then spent ten years managing the endowment portfolio for the University of North Carolina at Chapel Hill. He founded and served as Chief Investment Officer of Chapel Hill Investment Advisors, and most recently spent eight years managing the endowment portfolio for Novant Health, Inc.
Charles Leedy’s longest registration was 9 years at Comperio Retirement Consulting, Inc. (2006–2016). Before joining Hunter Street Investment Advisors in 2025, Charles Leedy was registered through Comperio Retirement Consulting, Inc. and Chapel Hill Investment Advisors.
- – present · 1 yearApex, NC · Adviser representative · Firm CRD 145334
- Comperio Retirement Consulting, Inc.– · 9 yearsChapel Hill, NC · Adviser representative · Firm CRD 140786
- Chapel Hill Investment Advisors– · 9 yearsChapel Hill, NC · Adviser representative · Firm CRD 118530
Professional designations
Listed by Hunter Street Investment Advisors
- Chartered Financial Analyst (CFA)
Investment adviser representative registrations
Charles Leedy is registered as an investment adviser representative in North Carolina, since September 2025.
- North CarolinaSince 18 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 March 2023 |
| Series 3 | National Commodity Futures Examination | 10 October 1988 |
| Series 5 | Interest Rate Options Examination | 11 October 1984 |
| Series 15 | Foreign Currency Options Examination | 1 October 1984 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 September 1984 |
| Series 7 | General Securities Representative Examination | 17 October 1981 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- Interest Rate Options Examination
- Name
- Foreign Currency Options Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Charles Dean Leedy
- CRD
- 1012440
- Firm
- Hunter Street Investment Advisors · CRD 145334
- Office
- 56 HUNTER STREET, SUITE 210, Apex, NC 27502
- Registration
- Investment adviser registration
- In the industry since
- March 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hsiadvisors.net
Where does Charles Leedy work?
Charles Leedy is an investment adviser representative registered through Hunter Street Investment Advisors LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Charles Leedy a financial advisor?
Yes. Charles Leedy has a current investment-adviser registration in North Carolina, through Hunter Street Investment Advisors since September 2025.
How many years of experience does Charles Leedy have?
Charles Leedy has 12 years in the financial industry, since March 2014, across 3 adviser firms.
What exams has Charles Leedy passed?
Charles Leedy has passed 6 licensing exams: the Series 7, Series 63, Series 15, Series 5, Series 3 and Series 65. The earliest, the Series 7, was passed in October 1981.
Where did Charles Leedy work before Hunter Street Investment Advisors?
Before Hunter Street Investment Advisors, Charles Leedy was registered through Comperio Retirement Consulting, Inc., June 2006 to January 2016; Chapel Hill Investment Advisors, June 2006 to December 2015.
Where is Charles Leedy based?
Charles Leedy’s registered office is in Apex, NC.
Is Charles Leedy registered with FINRA?
No. Charles Leedy has no current broker registration.
Is Charles Leedy a CFA charterholder?
Hunter Street Investment Advisors lists Charles Leedy with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Charles Leedy’s record?
Search CRD 1012440 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Leedy’s full registration record.
