Sierra Investment Management Inc.
Sierra Investment Management Inc. (CRD# 106615) is a financial advisory firm headquartered in Santa Monica, CA. They manage $562,574,099 in 872 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management563MILLION
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Total Number of Accounts872ACCOUNTS
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Average Account Value$645,154
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CT, IL, LA, MN, NV, OR, TX, WA
Phyllis Leibman (CRD# 729605) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 26 years of experience in the finance industry.
Samar Nasiri (CRD# 5244270) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 8 years of experience in the finance industry. Samar Nasiri has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Whitney Barbarics (CRD# 4838497) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 11 years of experience in the finance industry.
Colin Barber (CRD# 4238328) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 16 years of experience in the finance industry.
Joshua Bradford (CRD# 4858618) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 12 years of experience in the finance industry.
Michael Buchholz (CRD# 2330979) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Chanhassen, MN and has over 24 years of experience in the finance industry.
Jason Buck (CRD# 2420923) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 23 years of experience in the finance industry.
William Phillips Iii (CRD# 3192254) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Highland Park, IL and has over 18 years of experience in the finance industry.
Suzanne Torres (CRD# 4768648) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 13 years of experience in the finance industry.
Gayatri Vyas (CRD# 4286408) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 10 years of experience in the finance industry.