Donna LefflerCRD Number: 2979395
Current Firm: Stifel, Nicolaus & Company, Incorporated
Donna Leffler (CRD# 2979395) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Center Valley, PA and has over 19 years of experience in the finance industry.
Academy Wealth Advisers, LLC
Sensenig Capital Advisors, Inc.
|Stifel, Nicolaus & Company, Incorporated||Allentown, PA||Jul 2007 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Jul 1999|
Total Assets Under Management53,887MILLIONS
Total Number of Accounts141,170ACCOUNTS
Average Account Value$381,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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