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Kimberly Louree Leggett

SIERRA FINANCIAL MANAGEMENT CORPORATION·WELLESLEY, Massachusetts
Series 65Clean record14 years registeredSIERRA 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 · 14 years registered
Brand Profile
Not yet started
01

Career History

EXCALIBUR MANAGEMENT CORP
Nov 2019 – present
SIERRA FINANCIAL MANAGEMENT CORPORATION
Dec 2011 – Apr 2020
WELLESLEY, MA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 7, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SIERRA FINANCIAL MANAGEMENT CORPORATION
CRD 138696 · SEC 801-72017
AUM
$37M
Regulatory assets under management
Employees
1
34 client accounts
Services offered by SIERRA FINANCIAL MANAGEMENT CORPORATION
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SIERRA FINANCIAL MANAGEMENT CORPORATION →
Introduction

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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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