AdvisorOS Directory
Claim Profile
Unclaimed Profile
KS

Kristina Lynn Saperston

SAPERSTON LEGACY ADVISORS, INC.·HAMBURG, New York
SIE, Series 7, Series 63, Series 65, Series 99TOClean record9 years registeredSAPERSTON LEGACY ADVISORS, INC.
172 LAKE STREET, HAMBURG, NY 14075CRD# 4403872Firm CRD# 105849

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kristina Lynn Saperston · HAMBURG, NY
Registration
CRD #4403872 · SAPERSTON LEGACY ADVISORS, INC. · 9 years registered
Brand Profile
Not yet started
01

Career History

SAPERSTON LEGACY ADVISORS, INC.
Aug 2021 – present
BRIGHTON SECURITIES CORP.
Oct 2018 – Dec 2025
Sarasota, FL
SAPERSTON ASSET MANAGEMENT, INC.
Sep 2016 – Oct 2018
SARASOTA, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Series 99TO
Registration record
First registered · September 26, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SAPERSTON LEGACY ADVISORS, INC.
CRD 105849 · SEC 801-121038
AUM
$54M
Regulatory assets under management
Employees
3
123 client accounts
Services offered by SAPERSTON LEGACY ADVISORS, INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SAPERSTON LEGACY ADVISORS, INC. →
Introduction

Speak with Kristina

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kristina is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HAMBURG?

Browse all registered financial advisors in HAMBURG, New York or claim this profile if it's yours.

Browse HAMBURG AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kristina Lynn Saperston offer?
Kristina Lynn Saperston specializes in Investment Management, Fee-Only Advisory. Contact their office in HAMBURG, New York for a consultation.
What are Kristina Lynn Saperston's credentials?
Kristina Lynn Saperston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristina Lynn Saperston located?
Kristina Lynn Saperston is based in HAMBURG, New York, working with SAPERSTON LEGACY ADVISORS, INC.. Their office serves clients in the HAMBURG metropolitan area and surrounding communities.
How does Kristina Lynn Saperston charge for services?
Kristina Lynn Saperston'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 SAPERSTON LEGACY ADVISORS, INC.?
SAPERSTON LEGACY ADVISORS, INC. has approximately 3 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SAPERSTON LEGACY ADVISORS, INC.

Willard Basch Saperston
HAMBURG, NY
David Christopher Hasenstab
HAMBURG, NY

More Advisors in HAMBURG, New York

Karen Leber Saperston
SAPERSTON ASSET MANAGEMENT, INC.·HAMBURG, NY
Bruce Edward Warner
SAPERSTON ASSET MANAGEMENT, INC.·HAMBURG, NY
Michael Ted Fisher
SAPERSTON ASSET MANAGEMENT, INC.·HAMBURG, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile