SM
SM

Seythe Mccoy-Leffall

1 Year of Experience
Columbia, MD
5 DisclosuresBroker

Seythe Mccoy-Leffall is a registered investment advisor at Thrivent Investment Management INC., based in Columbia, MD, with 1 years of industry experience. Seythe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Retirement Planning. Their firm serves 77,792 clients with $17B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3110 advisors
Number of Clients
77,792 clients
Average Client Portfolio
$225K average
Assets Under Management
$17.5B

Fee Structure

Minimum Investment:$25K

Thrivent Investment Management offers several managed account programs, each with different investment options and strategies. The fees for these programs are based on a percentage of the assets in your account and are negotiable. The specific fee will depend on the program you choose, the assets in your account, and the complexity of your financial situation. Some programs may also have additional fees for tax overlay services or private wealth consulting. The fees are deducted from your account quarterly.

Loading...

Location

10490 Little Patuxent Pkwy, Columbia, MD, 21044

Get directions

History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
October 2023
Final
Financial
May 2023
Final
Financial
November 2022
Final
Financial
October 2022
Final
Financial
July 2022
Final
Other Business Activities

Seythe is involved with Alpha Phi Alpha Fraternity, Inc., the National Hampton Alumni Association, Inc. (both local and regional chapters), and owns/instructs at Quick Response Defense. These activities take a few hours per week each and are not investment-related.

Employment History
Current Registrations
Thrivent Investment Management INC.
September 2024 - Present · 1 yr 8 mos
Thrivent Investment Management INC.Broker
August 2024 - Present · 1 yr 9 mos
State Registrations7 states
DCMDNCNJNYPAVA
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.