Heather Lenseth is a registered investment advisor, based in New York, NY, with 18 years of industry experience.
Location
One Madison Avenue, 18th Floor, New York, NY, 10010
Get directionsHistory
Regulatory History
Clean regulatory record
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
Heather owns rental property in Trumansburg, NY since 2020. She devotes minimal time to this activity on a regular basis.
Employment History
Current Registrations
Clearbridge Investments, LLC
June 2011 - Present · 14 yrs 10 mos
Franklin Distributors, LLC
June 2011 - Present · 14 yrs 10 mos
Franklin Distributors, LLCBroker
June 2011 - Present · 14 yrs 10 mos
Previous Registrations
Putnam Retail Management Limited PartnershipBroker
January 2024 - July 2024 · 6 mos
Franklin Templeton Financial Services CORP.Broker
August 2020 - July 2021 · 11 mos
Franklin/templeton Distributors, INC.Broker
August 2020 - July 2021 · 11 mos
Ameriprise Financial Services, INC.
January 2010 - June 2011 · 1 yr 5 mos
Ameriprise Financial Services, INC.Broker
January 2008 - June 2011 · 3 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.