Sanford Schmidt, financial advisor Hempstead NY
93 score

Sanford Schmidt

CRD Number: 3052051
Current Firm: Ameriprise Financial Services, Inc.

Sanford Schmidt (CRD# 3052051) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Hempstead, NY and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
William T Mccallum Cpa, Pc New York, NY Feb 2016 - Current < 1
Ameriprise Financial Services, Inc. Melville, NY Jun 2013 - Current 3
Plug In Trucks Corp Bay Shore, NY Nov 2012 - Current 4
Sanford J. Schmidt, Cpa Mineola, NY Jun 2004 - Current 12
Ambassador Media Group LLC New York, NY Jun 2010 - Apr 2012 1
Urban League Of Li Hempstead, NY May 2009 - Apr 2010 < 1
Schwartz & Co Cpa Bellmore, NY Jan 2008 - Jan 2009 1
Guardian Loan Company Of Massapequa Inc. Clifton Park, NY Jun 2004 - Jul 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Dec 2003
Contact Info for Sanford J. Schmidt
Phone Number: 612-671-3131
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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