Michael Sandy (CRD# 6914880) is an Investment Advisor Representative working at Citizens Securities, Inc. in Dover, DE and has over 4 years of experience in the finance industry.
CRD# 5189114
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4399512
Wealth Management Group
CRD# 4147880
Big Investment Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Dover, DE | Jan 2021 - Current | 2 |
| Citizens Bank | Dover, DE | Jan 2018 - Jan 2021 | 3 |
| Citizens Securities, Inc. | Dover, DE | Feb 2018 - Dec 2020 | 2 |
| Citizens Bank | Smyrna, DE | Nov 2014 - Jan 2018 | 3 |
| Unemployed | Dover, DE | Aug 2014 - Nov 2014 | < 1 |
| Jp Morgan Chase & Co | Newark, DE | Jan 2014 - Aug 2014 | < 1 |
| Wsfs Bank | Camden, DE | Apr 2011 - Jan 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2018 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- DE
-
Total Assets Under Management7,675MILLIONS
-
Total Number of Accounts45,032ACCOUNTS
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Average Account Value$170,433
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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