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Kristina Lynn Saperston

Investment adviser representative at Saperston Legacy Advisors, Inc.
28 yearsExperience
3 statesRegistered in
$180.8MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

28 years in the industry.

  1. Saperston Legacy Advisors, Inc.Aug 2021 to now
  2. Franklin Management Services, Inc. (dba of Saperston Mgmt Serv)Jan 2018 to now
  3. Saperston Management Services, Inc.Jan 2018 to now
  4. Saperston Legacy Advisors, Inc. Formerlwillard B Saperston, IncJan 2017 to now
  5. Saperston Real Estate Corp.May 1998 to now
  6. Brighton Securities CorpOct 2018 to Dec 2025
  7. Saperston Asset Management, Inc.Jul 2016 to Oct 2018
  8. Willard B Saperston, IncFeb 2009 to Jan 2017
  9. Saperston Management, Inc.May 2005 to Jan 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2009
  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 3 states (FL, NY, TX).

Saperston Legacy Advisors, Inc.

$180.8MAssets managed
436Clients
4Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4403872
Firm CRD
105849
Advisor's SEC record (opens in a new tab)
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