Stephanie Leishman
Stephanie Leishman is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Grass Valley, CA, with 1 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
404 Sierra College Drive, Grass Valley, CA, 95945
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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
Stephanie is the Vice Chair and a regular member of the Nevada County Republican Central Committee, dedicating minimal time to these roles. She also serves as Communication Director for The Church of Jesus Christ of Latter-day Saints and is a member of Sierra Thread LLC, a media company, spending a few hours per week on administrative and clerical duties.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations18 states
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