Breanna
Sykes
Copper Leaf Financial, LLC
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About this Advisor
Breanna Sykes is a certified financial planner who works in Williston, Vermont who has 3 years of industry experience. Sykes works at Copper Leaf Financial, LLC. Throughout their career, they have worked at Bridge Financial Partners, Itt Technical Institue, Anne Springs Greenway Flyers, Wells Fargo, Bellevue University, Bridge Financial Partners, LLC and Copper Leaf Financial, LLC. Sykes maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Vermont. Copper Leaf Financial, LLC is a registered investment firm based in Williston, VT. The company has just five employees. It manages $149 million in assets among its 511 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm advises 20 charitable organizations. Of its 511 accounts, 46% are held by high-net-worth clients who have greater than $1 million in investable assets. Copper Leaf Financial, LLC performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually vary depending on which service is offered. Fees billed by Copper Leaf Financial, LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Copper Leaf Financial, LLC Brokerage Details
$148,965,842
5
511
$291,518
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Breanna Sykes Work History
Breanna has been registered as a financial advisor for 3 years.*
Copper Leaf Financial, LLC
Bridge Financial Partners, LLC
Wells Fargo
Bridge Financial Partners
Itt Technical Institue
Anne Springs Greenway Flyers
Bellevue University
Bellevue University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Breanna Sykes 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 Copper Leaf Financial, LLC
Williston, VT
Williston, VT
Williston, VT
Williston, VT
Williston, VT
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
