Unclaimed Profile

James Longstreet Warner

SANDERSON WEALTH MANAGEMENT, LLC·BUFFALO, New York

Clean recordSANDERSON 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Longstreet Warner is a registered financial advisor based in BUFFALO, New York, affiliated with SANDERSON WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SANDERSON WEALTH MANAGEMENT, LLC

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SANDERSON WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4521548

Firm CRD# 118910

View on FINRA BrokerCheck →

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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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