KL
KL

Kristie Lynn Leslie

28 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
5,903 clients
Average Client Portfolio
$7.4M average
Assets Under Management
$43.8B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only
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Location

11100 Santa Monica Blvd, Suite 1700, Los Angeles, CA, 90025-0449

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History

Regulatory History (1)
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Judgment / Lien
August 2025
Other Business Activities

Kristie works full-time as a Director of National Accounts at Aristotle Capital Management, LLC, managing relationships with wire houses. This activity is investment-related.

Employment History
Current Registrations
Foreside Financial Services, LLC
March 2025 - Present · 11 mos
Foreside Financial Services, LLCBroker
March 2025 - Present · 11 mos
Aristotle Capital Management, LLC
February 2025 - Present · 1 yr
Previous Registrations
Morgan Stanley
June 2009 - May 2024 · 14 yrs 11 mos
Morgan StanleyBroker
June 2009 - May 2024 · 14 yrs 11 mos
Citigroup Global Markets INC.
April 2006 - June 2009 · 3 yrs 2 mos
Citigroup Global Markets INC.Broker
October 1996 - June 2009 · 12 yrs 8 mos
State Registrations6 states
CACTFLILNJNY
AdvisorBroker
Exams
No exam information available for this advisor.