Tiffany LefaveCRD Number: 5299056
Current Firm: Strategic Advisers, Inc.
Tiffany Lefave (CRD# 5299056) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Sunnyvale, CA and has over 4 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Fidelity Investments||Palo Alto, CA||Apr 2011 - Current||5|
|Mitchells Salon||Raleigh, NC||Nov 2009 - Feb 2011||1|
|Fidelity Investments||Cary, NC||Sep 2007 - Feb 2011||3|
|Investors Bank And Trust (aquired By State Street)||Boston, MA||Nov 2005 - Dec 2007||2|
|Lords And Ladys Salon||Salem, NH||Jul 2003 - Dec 2007||4|
|Captrust Financial Advisors||Raleigh, NC||Feb 2007 - Aug 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
|S63||Uniform Securities State Law Examination||May 2012|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV