Sally B. Lieb
Professional summary
Sally Brandt Lieb, CFP®, who also goes by Sally Ann Brandt, Sally Ann Brandt, Sally Ann Brandt Lieb, Sally Brandt-lieb, Sally Lieb, is a registered financial advisor currently at CURATED WEALTH SOLUTIONS, LLC located in Denver, Colorado.
Sally is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Sally has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sally Brandt Lieb's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
April 28, 2023 - Present
CURATED WEALTH SOLUTIONS, LLC
April 19, 2016 - May 2, 2023
KESTRA ADVISORY SERVICES, LLC
February 5, 2015 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
February 5, 2015 - May 2, 2023
KESTRA INVESTMENT SERVICES, LLC
January 2, 2008 - February 4, 2015
KESTRA INVESTMENT SERVICES, LLC
January 2, 2008 - February 4, 2015
KESTRA INVESTMENT SERVICES, LLC
January 19, 1999 - December 31, 2007
VOYA FINANCIAL ADVISORS, INC.
November 12, 1997 - December 31, 2007
VOYA FINANCIAL ADVISORS, INC.
August 29, 1995 - January 16, 1997
LPL FINANCIAL LLC
August 18, 1994 - June 27, 1995
SLD AMERICA EQUITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/3/2023)
(4/28/2023)
(12/6/2023)
Exams
Current Firm
CURATED WEALTH SOLUTIONS, LLC
CRD#: 324663 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 123 |
| AUM (Assets Under Management) | $ 33,956,943 |
Red Flags
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