Michael Sandy, financial advisor Dover DE

Michael Sandy

CRD Number: 6914880
Current Firm: Citizens Securities, Inc.

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.

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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
Contact Info for Michael D. Sandy
Phone Number: 1-800-942-8300
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    7,675
    MILLIONS
  • Total Number of Accounts
    45,032
    ACCOUNTS
  • Average Account Value
    $170,433
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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