Breanna Sykes has been an investment adviser representative at Copper Leaf Financial since August 2020, and is not listed among the firm’s executive officers or direct owners. Breanna Sykes holds a Bachelor of Science in Business from Bellevue University and an MBA with a concentration in entrepreneurship from Bellevue University.
Copper Leaf Financial, LLC is a Williston, VT firm with $220M under management, 155 clients and 4 advisers across 2 offices, as of its February 2026 filing.
Breanna Sykes is Senior Wealth Advisor with Copper Leaf Financial. She started her career path in business and technology education and has spent the last several years in the financial services industry. She leads Copper Leaf's 401(k) team, serving business clients with comprehensive company retirement planning.
Breanna Sykes’ longest registration is the current one, 6 years at Copper Leaf Financial since 2020. Before joining Copper Leaf Financial in 2020, Breanna Sykes was registered through Cetera Advisors LLC and Wells Fargo Clearing Services, LLC.
- Copper Leaf Financial, LLCCurrent– present · 6 yearsWilliston, VT · Adviser representative · Firm CRD 285378
- Cetera Advisors LLC– · under a yearFort Mill, SC · Adviser representative · Firm CRD 10299
- Wells Fargo Clearing Services, LLC– · 1 yearRock Hill, SC · Adviser representative · Firm CRD 19616
Professional designations
Listed by Copper Leaf Financial
- CFP®
Investment adviser representative registrations
Breanna Sykes is registered as an investment adviser representative in Vermont, since August 2020.
- VermontSince 31 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 5 February 2018 |
| Series 7 | General Securities Representative Examination | 26 September 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6682801
- Firm
- Copper Leaf Financial · CRD 285378
- Office
- 33 BLAIR PARK ROAD, SUITE 203, Williston, VT 05495
- Registration
- Investment adviser registration
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- copperleaffinancial.com
Where does Breanna Sykes work?
Breanna Sykes is an investment adviser representative registered through Copper Leaf Financial, LLC since August 2020, and is not listed among the firm’s executive officers or direct owners.
Is Breanna Sykes a financial advisor?
Yes. Breanna Sykes has a current investment-adviser registration in Vermont, through Copper Leaf Financial since August 2020.
How many years of experience does Breanna Sykes have?
Breanna Sykes has 8 years in the financial industry, since November 2017, across 3 adviser firms.
What exams has Breanna Sykes passed?
Breanna Sykes has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2017. FINRA credited Breanna Sykes with the SIE, which began in October 2018.
Where did Breanna Sykes work before Copper Leaf Financial?
Before Copper Leaf Financial, Breanna Sykes was registered through Cetera Advisors LLC, November 2019 to August 2020; Wells Fargo Clearing Services, LLC, April 2018 to November 2019.
Where is Breanna Sykes based?
Breanna Sykes’ registered office is in Williston, VT.
Is Breanna Sykes registered with FINRA?
No. Breanna Sykes has no current broker registration.
Is Breanna Sykes a CFP?
Copper Leaf Financial lists Breanna Sykes with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Breanna Sykes’ record?
Search CRD 6682801 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Breanna Sykes’ full registration record.
