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Sandy Leff
38 Years of Experience
Atlanta, GA
1 DisclosureBroker
Sandy Leff is a registered investment advisor at Carter, Terry & Company, INC., based in Atlanta, GA, with 38 years of industry experience. Sandy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 168 clients with $100M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
17 advisors
Number of Clients
168 clients
Average Client Portfolio
$619K average
Assets Under Management
$104.0M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.80% |
| $5M+ | 1.50% |
All fees are negotiable at the firm's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3340 Peachtree Road Suite 1400, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2026Pending
Employment History
Current Registrations
Carter, Terry & Company, INC.
October 2016 - Present · 10 yrs
Carter, Terry & Company, INC.Broker
October 2016 - Present · 10 yrs
Previous Registrations
Janney Montgomery Scott LLC
April 2005 - October 2016 · 11 yrs 6 mos
Janney Montgomery Scott LLCBroker
May 2003 - October 2016 · 13 yrs 5 mos
Wachovia Securities, INC.
February 2003 - May 2003 · 3 mos
Wachovia Securities, INC.Broker
June 2002 - May 2003 · 11 mos
Wachovia Securities, INC.Broker
May 1997 - June 2002 · 5 yrs 1 mo
Prudential Securities IncorporatedBroker
February 1988 - May 1997 · 9 yrs 3 mos
State Registrations19 states
ALARCACOFLGAILMAMTNCNJNYORSCTNTXVAWAWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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