Lesley Grannum
Lesley Grannum is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in New York, NY, with 23 years of industry experience. Lesley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
17 Battery Place Suite 913, New York, NY, 10004
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lesley works as a registered sales assistant for Personal Capital Management, providing investment advisory services through Kestra Investment Services and Kestra Advisory Services. This is a full-time commitment for Lesley.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
State Registrations25 states
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
More Advisors
- Mani Grant, CFPKestra Advisory Services, LLC
- Jennifer Hatch, CFPKestra Advisory Services, LLC
- Keith Roberts, CFPKestra Advisory Services, LLC
- Ben KronishKestra Advisory Services, LLC
- Dee-Ann Fox, CFPDee-Ann R. Fox, CFP
- Konstantin Fominykh, CFATenviz