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Kimberly Louree Leggett

SIERRA FINANCIAL MANAGEMENT CORPORATION·WELLESLEY, Massachusetts
Clean recordSIERRA FINANCIAL MANAGEMENT CORPORATION
555 WASHINGTON STREET, WELLESLEY, MA 02482CRD# 5340071Firm CRD# 138696

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Louree Leggett · WELLESLEY, MA
Registration
CRD #5340071 · SIERRA FINANCIAL MANAGEMENT CORPORATION
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kimberly Louree Leggett is a registered financial advisor based in WELLESLEY, Massachusetts, affiliated with SIERRA FINANCIAL MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SIERRA FINANCIAL MANAGEMENT CORPORATION
SIERRA FINANCIAL MANAGEMENT CORPORATION
AUM
$37M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SIERRA FINANCIAL MANAGEMENT CORPORATION →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5340071
Firm CRD# 138696
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberly Louree Leggett offer?
Kimberly Louree Leggett specializes in Investment Management, Fee-Only Advisory. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are Kimberly Louree Leggett's credentials?
Kimberly Louree Leggett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Louree Leggett located?
Kimberly Louree Leggett is based in WELLESLEY, Massachusetts, working with SIERRA FINANCIAL MANAGEMENT CORPORATION. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
How does Kimberly Louree Leggett charge for services?
Kimberly Louree Leggett's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIERRA FINANCIAL MANAGEMENT CORPORATION?
SIERRA FINANCIAL MANAGEMENT CORPORATION has approximately 1 employees and manages $37M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SIERRA FINANCIAL MANAGEMENT CORPORATION

David Neal Leggett
WELLESLEY, MA

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Nearby cities in Massachusetts
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Research
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