Sheri Nicole Leveille

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 07/2024
  Stifel, Nicolaus & Company, Incorporated
  Paso Robles, CA
• 07/2024 → Present
  Lpl Financial Llc
  Avila Beach, CA

Previous Registrations

• 2012-01-13 → 2024-07-16
  Stifel, Nicolaus & Company, Incorporated
  St. Louis, MO
  Paso Robles, CA
• 2009-06-01 → 2012-01-19
  Morgan Stanley
  Paso Robles, CA
  Paso Robles, CA
  San Luis Obispo, CA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Paso Robles, CA
• 2005-02-11 → 2007-04-02
  Morgan Stanley Dw Inc.
  Paso Robles, CA
  Paso Robles, CA

Other Businesses

1- 05/2024 / Leveille Private Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 8 hr during trading / start 07/11/2024

Exams

• S66 Uniform Combined State Law Examination
  2005-02-10

Designations

• Certified Financial Planner

Other Names

• Sheri Nicole Severn
• Sheri Nicole Taylor