Stephen Andrew Leggett
Investment adviser representative at Advisory Services Network
10 yearsExperience
1 stateRegistered in
$10.6BFirm assets
16 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Advisory Services Network, LLCSep 2026 to now
- Trinity Wealth Securities, LLCFeb 2025 to now
- Florida Financial AdvisorsOct 2024 to now
- UzurvJun 2024 to Oct 2024
- Uniform DestinationDec 2021 to Dec 2023
- Bank of AmericaMay 2019 to Dec 2021
- Community First Credit Union of FlJan 2018 to Apr 2019
- LyftMay 2017 to Oct 2024
- UberMay 2017 to Oct 2024
- Vystar Credit UnionJan 2017 to Jul 2017
- UnemployedOct 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Advisory Services Network
Legal name: Advisory Services Network, LLC
$10.6BAssets managed
12,919Clients
251Advisers
16 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
- 7321480
- Firm CRD
- 146051