Unclaimed Profile

Stephanie Royce Leighton

TRILLIUM ASSET MANAGEMENT, LLC·BOSTON, Massachusetts

Series 6, Series 63, Series 65Clean record32 years registeredTRILLIUM ASSET MANAGEMENT, LLC

711 ATLANTIC AVENUE, BOSTON, MA 02111-2809CRD# 1400551Firm CRD# 110901

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephanie Royce Leighton · BOSTON, MA

Registration

CRD #1400551 · TRILLIUM ASSET MANAGEMENT, LLC · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRILLIUM ASSET MANAGEMENT, LLC

TRILLIUM ASSET MANAGEMENT

Apr 1994 – Dec 2019

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · April 14, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRILLIUM ASSET MANAGEMENT, LLC

CRD 110901 · SEC 801-17958

AUM

$5.0B

Regulatory assets under management

Employees

2,207 client accounts

Services offered by TRILLIUM ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at TRILLIUM ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Stephanie Royce Leighton offer?

Stephanie Royce Leighton specializes in Investment Management, Retirement Planning, Wealth Management.

What are Stephanie Royce Leighton's credentials?

Stephanie Royce Leighton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephanie Royce Leighton located?

Stephanie Royce Leighton is based in BOSTON, Massachusetts, last registered with TRILLIUM ASSET MANAGEMENT, LLC.

How does Stephanie Royce Leighton charge for services?

Stephanie Royce Leighton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRILLIUM ASSET MANAGEMENT, LLC?

TRILLIUM ASSET MANAGEMENT, LLC has approximately 54 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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