Collin Sinnott (CRD# 7486651) is an Investment Advisor Representative working at Strategic Advocates, LLC in Sacramento, CA and has 1 year of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crown Capital Securities, LP | Logan, UT | Feb 2023 - Current | 1 |
| Strategic Advocates, LLC | Logan, UT | Sep 2022 - Current | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Apr 2022 - Dec 2022 | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2022 - Dec 2022 | < 1 |
| University Of California, Davis | Davis, CA | Sep 2018 - Jun 2022 | 3 |
| Insomnia Cookies | Davis, CA | Jan 2021 - Jan 2022 | 1 |
| University Of California, Davis | Davis, CA | Aug 2019 - Jan 2022 | 2 |
| Poke Bar | Woodland Hills, CA | Aug 2016 - Aug 2019 | 3 |
| Unemployed | West Hills, CA | Apr 2012 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- CA
-
Total Assets Under Management364MILLIONS
-
Total Number of Accounts2,445ACCOUNTS
-
Average Account Value$148,688
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AZ, CA, CO, FL, IA, ID, IN, LA, MI, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, SC, TN, TX, UT, WA, WY
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