Brett Anderson
Lesa Sroufe & Company · Seattle, Washington
Brett Anderson is a fee-only financial advisor at Lesa Sroufe & Company in Seattle, Washington, who holds the CFA credential. Lesa Sroufe & Company reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Lesa Sroufe & Company |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $207.3M across 238 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AK, ID, NY, WA · CRD 7493051 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.sroufeco.com |
| Profile |
How Brett's firm compares
- Lesa Sroufe & Company's average account is about $871,000, from its Form ADV (assets managed divided by 238 accounts).
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Questions about Brett
Is Brett Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brett holds no broker registration, and Lesa Sroufe & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brett charge for financial advice?
Brett's firm, Lesa Sroufe & Company, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brett Anderson based?
Brett Anderson is based in Seattle, Washington.
What credentials does Brett Anderson hold?
Brett Anderson holds the CFA credential.
Is Brett Anderson registered with the SEC?
Yes. Brett Anderson is registered as an investment adviser representative in AK, ID, NY and WA (CRD 7493051), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lesa Sroufe & Company manage?
Lesa Sroufe & Company reports $207.3M across 238 accounts in assets under management.
How do I contact Brett Anderson?
Through Brett's website, www.sroufeco.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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