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SANDERSON WEALTH MANAGEMENT, LLC
SANDERSON WEALTH MANAGEMENT, LLC
BUFFALO, New York
·
7 registered advisors
·
CRD# 118910
SEC# 801-61208
12
716-566-2420
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
19
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at SANDERSON WEALTH MANAGEMENT, LLC
7 registered advisors
Carl Michael Bader
BUFFALO, New York
CRD# 4522488
James Longstreet Warner
BUFFALO, New York
CRD# 4521548
John Raymond Sanderson
BUFFALO, New York
CRD# 2415421
John Raymond Sanderson
BUFFALO, New York
CRD# 6247213
John Salvatore Gullo
BUFFALO, New York
CRD# 3190123
Justin Raymond Sanderson
BUFFALO, New York
CRD# 6386242
Sean Michael Casullo
BUFFALO, New York
CRD# 7403983
05
Office Locations
BUFFALO, New York
7 advisors
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Data sourced from SEC Form ADV filings. SANDERSON WEALTH MANAGEMENT, LLC (CRD# 118910) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.