Merlinda Sanchez (CRD# 4290679) is an Investment Advisor Representative working at Sandia Wealth Management, LLC in Albuquerque, NM and has over 23 years of experience in the finance industry.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6343481
The H Group, Inc.
CRD# 2376474
Cuso Financial Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sandia Wealth Management, LLC | Albuquerque, NM | Aug 2021 - Current | 2 |
| Sendero Capital Management, Inc. | Las Cruces, NM | Nov 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2006 |
- NM
-
Total Assets Under Management162MILLIONS
-
Total Number of Accounts500ACCOUNTS
-
Average Account Value$324,888
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
NM, TX
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