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James Longstreet Warner

SANDERSON WEALTH MANAGEMENT, LLC·BUFFALO, New York
Clean record4 years registeredSANDERSON WEALTH MANAGEMENT, LLC
50 FOUNTAIN PLAZA, BUFFALO, NY 14202CRD# 4521548Firm CRD# 118910

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Longstreet Warner · BUFFALO, NY
Registration
CRD #4521548 · SANDERSON WEALTH MANAGEMENT, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

SANDERSON WEALTH MANAGEMENT, LLC
Aug 2021 – present
02

Registrations & Exams

Registration record
First registered · August 29, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SANDERSON WEALTH MANAGEMENT, LLC
CRD 118910 · SEC 801-61208
AUM
$1.1B
Regulatory assets under management
Employees
19
1,692 client accounts
Services offered by SANDERSON WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SANDERSON WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does James Longstreet Warner offer?
James Longstreet Warner specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BUFFALO, New York for a consultation.
What are James Longstreet Warner's credentials?
James Longstreet Warner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Longstreet Warner located?
James Longstreet Warner is based in BUFFALO, New York, working with SANDERSON WEALTH MANAGEMENT, LLC. Their office serves clients in the BUFFALO metropolitan area and surrounding communities.
How does James Longstreet Warner charge for services?
James Longstreet Warner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SANDERSON WEALTH MANAGEMENT, LLC?
SANDERSON WEALTH MANAGEMENT, LLC has approximately 19 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SANDERSON WEALTH MANAGEMENT, LLC

Justin Raymond Sanderson
BUFFALO, NY
John Salvatore Gullo
BUFFALO, NY
Sean Michael Casullo
BUFFALO, NY
Carl Michael Bader
BUFFALO, NY
John Raymond Sanderson
BUFFALO, NY

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