Sandra Dalton (CRD# 2423088) is an Investment Advisor Representative working at Atlas Private Wealth Advisors in Matawan, NJ and has over 26 years of experience in the finance industry.
CRD# 4846117
Hightower Advisors, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Matawan, NJ | Apr 2017 - Current | 7 |
| Atlas Private Wealth Advisors | Matawan, NJ | Apr 2017 - Current | 7 |
| Ameriprise Financial Services, Inc. | Matawan, NJ | Mar 2006 - Apr 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
- FL
- NJ
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Total Assets Under Management558MILLIONS
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Total Number of Accounts2,167ACCOUNTS
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Average Account Value$257,351
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, LA, MA, MD, ME, NC, NJ, NY, OR, PA, SC, TX, VA, WY
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