Stephanie LeightonCRD Number: 1400551
Current Firm: Trillium Asset Management
Stephanie Leighton (CRD# 1400551) is an Investment Advisor Representative working at Trillium Asset Management in Boston, MA and has over 22 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Trillium Asset Management||Boston, MA||Jun 1990 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2000|
|S65||NASAA Investment Advisors Law Examination||Dec 1995|
Total Assets Under Management2,213MILLIONS
Total Number of Accounts1,184ACCOUNTS
Average Account Value$1,869,001
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, KY, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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