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David Nmn Sandler

POETIC GROUP LLC·NEW ROCHELLE, New York
Clean recordPOETIC GROUP LLC
173 HUGUENOT STREET, NEW ROCHELLE, NY 10801CRD# 7154223Firm CRD# 293886

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Nmn Sandler · NEW ROCHELLE, NY
Registration
CRD #7154223 · POETIC GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Nmn Sandler is a registered financial advisor based in NEW ROCHELLE, New York, affiliated with POETIC GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
POETIC GROUP LLC
POETIC GROUP LLC
AUM
$427M
Regulatory assets under management
Employees
10
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7154223
Firm CRD# 293886
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05

Frequently Asked Questions

What services does David Nmn Sandler offer?
David Nmn Sandler specializes in Retirement Planning. Contact their office in NEW ROCHELLE, New York for a consultation.
What are David Nmn Sandler's credentials?
David Nmn Sandler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Nmn Sandler located?
David Nmn Sandler is based in NEW ROCHELLE, New York, working with POETIC GROUP LLC. Their office serves clients in the NEW ROCHELLE metropolitan area and surrounding communities.
How does David Nmn Sandler charge for services?
David Nmn Sandler's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POETIC GROUP LLC?
POETIC GROUP LLC has approximately 10 employees and manages $427M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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