Unclaimed Profile

Sandra Potter-Stevenson

AMERICAN INVESTMENT SERVICES INC·GREAT BARRINGTON, Massachusetts

Clean recordAMERICAN INVESTMENT SERVICES INC

250 DIVISION STREET, GREAT BARRINGTON, MA 01230CRD# 6847682Firm CRD# 110043

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sandra Potter-Stevenson · GREAT BARRINGTON, MA

Registration

CRD #6847682 · AMERICAN INVESTMENT SERVICES INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sandra Potter-Stevenson is a registered financial advisor based in GREAT BARRINGTON, Massachusetts, affiliated with AMERICAN INVESTMENT SERVICES INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

AMERICAN INVESTMENT SERVICES INC

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at AMERICAN INVESTMENT SERVICES INC →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Background

Compensation

Percentage of AUM

Fixed fees

Subscription fees

Regulatory

SEC/IARD CRD# 6847682

Firm CRD# 110043

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sandra Potter-Stevenson offer?

Sandra Potter-Stevenson specializes in Investment Management, Wealth Management. Contact their office in GREAT BARRINGTON, Massachusetts for a consultation.

What are Sandra Potter-Stevenson's credentials?

Sandra Potter-Stevenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sandra Potter-Stevenson located?

Sandra Potter-Stevenson is based in GREAT BARRINGTON, Massachusetts, working with AMERICAN INVESTMENT SERVICES INC. Their office serves clients in the GREAT BARRINGTON metropolitan area and surrounding communities.

How does Sandra Potter-Stevenson charge for services?

Sandra Potter-Stevenson's firm is compensated through percentage of aum, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMERICAN INVESTMENT SERVICES INC?

AMERICAN INVESTMENT SERVICES INC has approximately 11 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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