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Amanda Rose Sanchez-Barry

SB INVESTMENT ADVISERS (US) INC.·MENLO PARK, California
Clean recordSB INVESTMENT ADVISERS (US) INC.
300 EL CAMINO REAL, BUILDING 2, MENLO PARK, CA 94025-5239CRD# 7634065Firm CRD# 286323

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amanda Rose Sanchez-Barry · MENLO PARK, CA
Registration
CRD #7634065 · SB INVESTMENT ADVISERS (US) INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Amanda Rose Sanchez-Barry is a registered financial advisor based in MENLO PARK, California, affiliated with SB INVESTMENT ADVISERS (US) INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SB INVESTMENT ADVISERS (US) INC.
SB INVESTMENT ADVISERS (US) INC.
AUM
$65.3B
Regulatory assets under management
Employees
286
Total firm employees
View all advisors at SB INVESTMENT ADVISERS (US) INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7634065
Firm CRD# 286323
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amanda Rose Sanchez-Barry offer?
Amanda Rose Sanchez-Barry specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.
What are Amanda Rose Sanchez-Barry's credentials?
Amanda Rose Sanchez-Barry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amanda Rose Sanchez-Barry located?
Amanda Rose Sanchez-Barry is based in MENLO PARK, California, working with SB INVESTMENT ADVISERS (US) INC.. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Amanda Rose Sanchez-Barry charge for services?
Amanda Rose Sanchez-Barry's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SB INVESTMENT ADVISERS (US) INC.?
SB INVESTMENT ADVISERS (US) INC. has approximately 286 employees and manages $65.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SB INVESTMENT ADVISERS (US) INC.

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Andrew Stuart Kofman
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Casey Ann Rogers
MENLO PARK, CA

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Research
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