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Sandra Ann Stickney

COLLABORATIVE WEALTH MANAGEMENT, INC.·LAKE MARY, Florida
Unclaimed Profile
972 INTERNATIONAL PARKWAY, LAKE MARY, FL 32746CRD# 4512798Firm CRD# 142106
01

About

Sandra Ann Stickney is a registered financial advisor based in LAKE MARY, Florida, affiliated with COLLABORATIVE WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COLLABORATIVE WEALTH MANAGEMENT, INC.
COLLABORATIVE WEALTH
AUM
$464M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at COLLABORATIVE WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4512798
Firm CRD# 142106
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sandra Ann Stickney offer?
Sandra Ann Stickney specializes in Financial Planning, Investment Management. Contact their office in LAKE MARY, Florida for a consultation.
What are Sandra Ann Stickney's credentials?
Sandra Ann Stickney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sandra Ann Stickney located?
Sandra Ann Stickney is based in LAKE MARY, Florida, working with COLLABORATIVE WEALTH MANAGEMENT, INC.. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.
How does Sandra Ann Stickney charge for services?
Sandra Ann Stickney'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 COLLABORATIVE WEALTH MANAGEMENT, INC.?
COLLABORATIVE WEALTH MANAGEMENT, INC. has approximately 12 employees and manages $464M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LAKE MARY
William Hilton Burke — BURKE-LESLIE PROFESSIONAL ASSET MANAGEMENT, LLCBarry Nelson Roderick — COLLABORATIVE WEALTH MANAGEMENT, INC.Gigi Klara Szekely — NEWPORT GROUP SECURITIES, INC.Alexa Danielle Gellinger — NEWPORT GROUP SECURITIES, INC.Chad Richmond Justice — COLLABORATIVE WEALTH MANAGEMENT, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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