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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-03-1994
- Office Locations
- 2
Office Locations
About Saperston Legacy Advisors, Inc.
Saperston Legacy Advisors is an RIA serving clients including entrepreneurs with portfolio construction and asset management alongside insurance and life-insurance planning. Investment approach emphasizes asset allocation using ETFs and mutual funds, with additional real estate/private placement exposure. Custodies through Charles Schwab (client portal), and ended its Brighton Securities affiliation effective Jan 1, 2026. Established 1989; offices in NY and FL.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
KAREN LEBER SAPERSTON
Chief Compliance Officer
- CRD
- #1921232
- Ownership
- Less than 5%
KRISTINA LYNN SAPERSTON
President, Secretary
- CRD
- #4403872
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DAVID MARK BRAUNSTEIN
--
- CRD
- #831683
WILLARD BASCH SAPERSTON
--
- CRD
- #838581
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $134,056,649 | $361,339 |
| Non-Discretionary | $46,732,102 | $718,955 |
| Total | $180,788,751 | $414,653 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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