Unclaimed Profile

Broc Phillip Kreitz

SILVERLEAFE CAPITAL PARTNERS, LLC·GERMANTOWN, Tennessee

SIE, Series 7, Series 31, Series 66CFP22 years registeredSILVERLEAFE CAPITAL PARTNERS, LLC

6815 POPLAR AVENUE, SUITE 205, GERMANTOWN, TN 38138CRD# 2960353Firm CRD# 133174

Profile Verification

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

Identity

Broc Phillip Kreitz · GERMANTOWN, TN

Registration

CRD #2960353 · SILVERLEAFE CAPITAL PARTNERS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

SILVERLEAFE CAPITAL PARTNERS, LLC

Jul 2017 – present

STRATEGIC ADVISERS, INC.

Nov 2011 – Jul 2017

GERMANTOWN, TN

MORGAN KEEGAN & COMPANY, INC.

Jan 2004 – Sep 2011

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · January 5, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

2010Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SILVERLEAFE CAPITAL PARTNERS, LLC

CRD 133174 · SEC 801-63594

AUM

$403M

Regulatory assets under management

Employees

626 client accounts

Services offered by SILVERLEAFE CAPITAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SILVERLEAFE CAPITAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Broc Phillip Kreitz offer?

Broc Phillip Kreitz specializes in Financial Planning, Investment Management. Contact their office in GERMANTOWN, Tennessee for a consultation.

What are Broc Phillip Kreitz's credentials?

Broc Phillip Kreitz holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Broc Phillip Kreitz located?

Broc Phillip Kreitz is based in GERMANTOWN, Tennessee, working with SILVERLEAFE CAPITAL PARTNERS, LLC. Their office serves clients in the GERMANTOWN metropolitan area and surrounding communities.

How does Broc Phillip Kreitz charge for services?

Broc Phillip Kreitz's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SILVERLEAFE CAPITAL PARTNERS, LLC?

SILVERLEAFE CAPITAL PARTNERS, LLC has approximately 4 employees and manages $403M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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