# SIERRA FINANCIAL MANAGEMENT CORPORATION

SIERRA FINANCIAL MANAGEMENT CORPORATION of WELLESLEY, MA is an SEC-registered investment adviser.

## Registration

- CRD: 138696
- Type: SEC-registered investment adviser
- SEC file number: 801-72017
- Location: 555 WASHINGTON STREET, SUITE THREE, WELLESLEY, MA, 02482
- Phone: 781-237-0720
- Latest filing: 2012-05-25
- Regulatory AUM: $37.0M
- Discretionary AUM: $37.0M
- Clients: 1
- Accounts: 34

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| LEGGETT DAVID NEAL | CHIEF COMPLIANCE OFFICER; OWNER; PRESIDENT | — |
| LEGGETT KIMBERLY LOUREE | OWNER; TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/138696/brochure
- Similar advisers: https://search.stillhousedata.com/firm/138696/similar
- Related entities: https://search.stillhousedata.com/firm/138696/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/138696

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.