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Sandra Potter-Stevenson

AMERICAN INVESTMENT SERVICES INC·GREAT BARRINGTON, Massachusetts
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250 DIVISION STREET, GREAT BARRINGTON, MA 01230CRD# 6847682Firm CRD# 110043
01

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.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
AMERICAN INVESTMENT SERVICES INC
AMERICAN INVESTMENT SERVICES INC
AUM
$1.2B
Regulatory assets under management
Employees
11
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
04

Background

Compensation
Percentage of AUM
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 6847682
Firm CRD# 110043
No disclosures on file
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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Other advisors in GREAT BARRINGTON
John Lane Barry — AMERICAN INVESTMENT SERVICES INCSeth Lawrence Hoffman — AMERICAN INVESTMENT SERVICES INCCharles Dwayne Murphy — AMERICAN INVESTMENT SERVICES INCDavid Francis St. Peter — AMERICAN INVESTMENT SERVICES INCGregory Matthew Vankipnis — AMERICAN INVESTMENT SERVICES INC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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