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Sandra Lee Blanchard

KREITLER FINANCIAL LLC·NEW HAVEN, Connecticut
SIE, Series 7, Series 7TO, Series 24Clean recordKREITLER FINANCIAL LLC
265 CHURCH STREET, NEW HAVEN, CT 06510CRD# 2398989Firm CRD# 309056

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sandra Lee Blanchard · NEW HAVEN, CT
Registration
CRD #2398989 · KREITLER FINANCIAL LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
KREITLER FINANCIAL LLC
CRD 309056 · SEC 801-118881
AUM
$477M
Regulatory assets under management
Employees
11
884 client accounts
Services offered by KREITLER FINANCIAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KREITLER FINANCIAL LLC →
Introduction

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Frequently Asked Questions

What services does Sandra Lee Blanchard offer?
Sandra Lee Blanchard specializes in Financial Planning, Investment Management. Contact their office in NEW HAVEN, Connecticut for a consultation.
What are Sandra Lee Blanchard's credentials?
Sandra Lee Blanchard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sandra Lee Blanchard located?
Sandra Lee Blanchard is based in NEW HAVEN, Connecticut, working with KREITLER FINANCIAL LLC. Their office serves clients in the NEW HAVEN metropolitan area and surrounding communities.
How does Sandra Lee Blanchard charge for services?
Sandra Lee Blanchard's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KREITLER FINANCIAL LLC?
KREITLER FINANCIAL LLC has approximately 11 employees and manages $477M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KREITLER FINANCIAL LLC

Dwayne Michael Tyril
NEW HAVEN, CT
CFA
Robert Philip Kreitler
NEW HAVEN, CT
CFP
Charles Francis Kreitler
NEW HAVEN, CT
CFP

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