Sandra Keir, financial advisor Sarasota FL

Sandra Keir

CRD Number: 1084019
Current Firm: Chelsea Advisory Services, Inc.

Sandra Keir (CRD# 1084019) is an Investment Advisor Representative working at Chelsea Advisory Services, Inc. in Sarasota, FL and has over 33 years of experience in the finance industry. Sandra Keir has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advice And Planning Services
Professional Designations
Company Name Location Dates Years
Chelsea Financial Services Staten Island, NY Jan 2020 - Current 4
The Prudential Insurance Company Of America Sarasota, FL May 2017 - Jan 2020 2
Pruco Securities, LLC Sarasota, FL May 2017 - Jan 2020 2
Gwn Securities Inc. Palm Beach Gardens, FL Jul 2015 - May 2017 1
Raymond James & Associates Inc. St Petersburg, FL Mar 2015 - Jul 2015 < 1
Raymond James Financial Services Inc. St Petersburg, FL Mar 2015 - Jul 2015 < 1
Suncoast Advisory Group Sarasota, FL Jul 2014 - Mar 2015 < 1
Gwn Securities/kades-margolis Corporation Palm Beach Gardens, FL Jul 2010 - Jul 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1990
S65 NASAA Investment Advisors Law Examination Feb 2001
Contact Info for Sandra O. Keir
Phone Number: 718-967-8400
Firm Website: http://www.chfs.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    101
    MILLIONS
  • Total Number of Accounts
    444
    ACCOUNTS
  • Average Account Value
    $227,482
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, CA, FL, LA, MA, MD, MO, NC, NJ, NY, OR, PA, SC, TX, WA

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