SL
SL

Sandy Meyer Leff

37 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
17 advisors
Number of Clients
185 clients
Average Client Portfolio
$602K average
Assets Under Management
$111.3M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K2.00%
$100K - $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M1.75%
$5M+1.50%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3060 Peachtree Road Suite 1200, Atlanta, GA, 30305

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History

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.

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Employment History
Current Registrations
Carter, Terry & Company, INC.
October 2016 - Present · 9 yrs 4 mos
Carter, Terry & Company, INC.Broker
October 2016 - Present · 9 yrs 4 mos
Previous Registrations
Janney Montgomery Scott LLC
April 2005 - October 2016 · 11 yrs 6 mos
Janney Montgomery Scott LLCBroker
May 2003 - October 2016 · 13 yrs 5 mos
Wachovia Securities, INC.
February 2003 - May 2003 · 3 mos
Wachovia Securities, INC.Broker
June 2002 - May 2003 · 11 mos
Wachovia Securities, INC.Broker
May 1997 - June 2002 · 5 yrs 1 mo
Prudential Securities IncorporatedBroker
February 1988 - May 1997 · 9 yrs 3 mos
State Registrations16 states
ALARCAFLGAMTNCNJNYORSCTNTXVAWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Sandy Meyer Leff - Financial Advisor | TrueAdvisor