Leslie Apseloff
Investment adviser representative at B.B. Graham & Company, Inc.
13 yearsExperience
13 statesRegistered in
$321.7MFirm assets
10 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
- Pension consulting
Experience
13 years in the industry.
- B.B. Graham & Company, Inc.Aug 2025 to now
- Planning WorksFeb 2025 to now
- DlcNov 2024 to Feb 2025
- Reston Equity GroupJan 2024 to Nov 2024
- UnemployedAug 2023 to Jan 2024
- Anchorage Capital GroupJul 2022 to Aug 2023
- Ernst & YoungSep 2019 to Jul 2022
- PricewaterhousecoopersSep 2018 to Sep 2019
- UnemployedMay 2018 to Aug 2018
- University of GeorgiaAug 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 13 states (CO, CT, FL, GA, IL, KY, MD, MI, NJ, NY, OH, PA, WI).
B.B. Graham & Company, Inc.
$321.7MAssets managed
427Clients
28Advisers
10 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
- 8039976
- Firm CRD
- 41533