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Kristina Lynn Saperston

Saperston Legacy Advisors, INC.
16 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Saperston Legacy Advisors, INC.
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
121 clients
Average Client Portfolio
$470K average
Assets Under Management
$56.9M

Fee Structure

Financial Planning:Investment management only

Location

1703 Monroe Avenue, Rochester, NY, 14618-1487

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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
Saperston Legacy Advisors, INC.
August 2021 - Present · 4 yrs 6 mos
Brighton Securities CORP.
October 2018 - Present · 7 yrs 4 mos
Brighton Securities CORP.Broker
October 2018 - Present · 7 yrs 4 mos
Previous Registrations
Saperston Asset Management, INC.
September 2016 - October 2018 · 2 yrs 1 mo
Saperston Asset Management, INC.Broker
May 2009 - October 2018 · 9 yrs 5 mos
State Registrations25 states
AZCACOCTFLGAILMAMDMEMNMONCNJNMNYOHORPASCTNTXVAVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.