Terry
Leffew
Sapient Capital LLC
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About this Advisor
Terry Leffew is a financial advisor based in Indianapolis, Indiana, working with Sapient Capital LLC. Terry has previously held positions at Stifel Nicolaus & Co Inc and Sapient Capital LLC. Terry has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, Terry is part of Sapient Capital LLC, which operates out of Indianapolis, Indiana. The firm has 2 offices and 42 employees. The firm manages assets totaling $9.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Sapient Capital LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sapient Capital LLC Brokerage Details
$9,847,370,185
42
5,409
$1,820,553
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Terry Leffew Work History
Sapient Capital LLC
Stifel Nicolaus & Co Inc
Disclosures
Please visit the SEC profile of Terry Leffew to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sapient Capital LLC
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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