Sally Brandt Lieb

Employer firm

Curated Wealth Solutions, LLC CRD 324663

$42.1M regulatory AUM 540 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2016 → 05/2023
  Kestra Advisory Services, Llc
  Denver, CO
• 02/2015 → 05/2023
  Kestra Investment Services, Llc
  Denver, CO
• 07/2022 → Present
  Curated Wealth Solutions, Llc
  Denver, CO
• 01/1998 → Present
  Sally Brandt Lieb, Sole Proprietor
  Denver, CO

Previous Registrations

• 2016-04-19 → 2023-05-02
  Kestra Advisory Services, Llc
  Denver, CO
  Austin, TX
• 2015-02-05 → 2016-09-22
  Kestra Investment Services, Llc
  Denver, CO
• 2008-01-02 → 2015-02-04
  Kestra Investment Services, Llc
  Denver, CO
• 1999-01-19 → 2007-12-31
  Voya Financial Advisors, Inc.
  Denver, CO
  Denver, CO
  Denver, CO

Other Businesses

Sally Brandt Lieb, Sole Proprietor; Investment related; Denver, CO; Insurance; Insurance Agent; 01/1998; 10 hrs/mo, 5 during securities trading; Insurance sales and service.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-01-16
• S63 Uniform Securities Agent State Law Examination
  1994-04-13

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Sally Ann Brandt
• Sally Ann Brandt
• Sally Lieb
• Sally Ann Brandt Lieb
• Sally Brandt-Lieb