Celia Sandel, financial advisor Walnut Creek CA
96 score

Celia Sandel

CRD Number: 3131940
Current Firm: Mml Investors Services, LLC

Celia Sandel (CRD# 3131940) is an Investment Advisor Representative working at Mml Investors Services, LLC in Walnut Creek, CA and has over 19 years of experience in the finance industry. Celia Sandel 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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Professional Designations
Company Name Location Dates Years
Massmutual Life Insurance Company Walnut Creek, CA Aug 2011 - Current 6
Mml Investors Services LLC Walnut Creek, CA Aug 2011 - Current 6
Sterling Foundation Management LLC Palo Alto, CA Oct 2010 - Jun 2016 5
Cambridge Investment Research, Inc. Fairfield, IA Oct 2007 - Oct 2010 3
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2007 - Oct 2010 3
Stanford University Stanford, CA Sep 2008 - Jun 2010 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 1998
Contact Info for Celia R. Sandel
Phone Number: (413)737-8400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    25,618
    MILLIONS
  • Total Number of Accounts
    157,759
    ACCOUNTS
  • Average Account Value
    $162,387
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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