Kelly Sandro (CRD# 4977053) is an Investment Advisor Representative working at Blueprint Wealth Management in The Villages, FL and has over 18 years of experience in the finance industry. Kelly Sandro 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.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5563678
Missionsquare Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blueprint Wealth Management LLC | The Villages, FL | Nov 2016 - Current | 7 |
| Parady Financial Group | The Villages, FL | Oct 2012 - Current | 11 |
| Parady Investments, LLC | The Villages, FL | Dec 2013 - Oct 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2005 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2015 |
- FL
- TX
-
Total Assets Under Management109MILLIONS
-
Total Number of Accounts1,644ACCOUNTS
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Average Account Value$66,242
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CO, FL, IL, LA, MI, NE, NH, NY, PA, TX
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