Sierra Financial Management Corporation

Sierra Financial Management Corporation (CRD# 138696) is a financial advisory firm headquartered in Wellesley, MA. They manage $46,814,067 in 43 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $1,088,699
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Sierra Financial Management Corporation
Showing 1 - 2 of 2 top financial advisors.
1
David N. Leggett
CRD#: 5337887
555 Washington Street, Suite Three, Wellesley, MA 02482
93
Wealthminder
score

David Leggett (CRD# 5337887) is an Investment Advisor Representative working at Sierra Financial Management Corporation in Wellesley, MA and has over 15 years of experience in the finance industry.

2
Kimberly L. Leggett
CRD#: 5340071
555 Washington Street, Suite Three, Wellesley, MA 02482
93
Wealthminder
score

Kimberly Leggett (CRD# 5340071) is an Investment Advisor Representative working at Sierra Financial Management Corporation in Wellesley, MA and has over 15 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.