Sandbox Financial Partners, LLC

Sandbox Financial Partners, LLC (CRD# 297858) is a financial advisory firm headquartered in Bethesda, MD. They manage $380,540,894 in 1,033 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    381
    MILLION
  • Total Number of Accounts
    1,033
    ACCOUNTS
  • Average Account Value
    $368,384
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, MA, MD, NJ, PA, TX, VA

Financial Advisors at Sandbox Financial Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Frederick J. Bohlander
CRD#: 2111955
Lakewood, FL

Frederick Bohlander (CRD# 2111955) is an Investment Advisor Representative working at Sandbox Financial Partners, LLC in Lakewood, FL and has over 31 years of experience in the finance industry. Frederick Bohlander 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.

2
William B. Bruno
CRD#: 4585916
6903 Rockledge Drive, Suite 300, Bethesda, MD 20817

William Bruno (CRD# 4585916) is an Investment Advisor Representative working at Sandbox Financial Partners, LLC in Bethesda, MD and has over 19 years of experience in the finance industry.

3
Daniel H. Christenson
CRD#: 6337719
6903 Rockledge Drive, Suite 300, Bethesda, MD 20817

Daniel Christenson (CRD# 6337719) is an Investment Advisor Representative working at Sandbox Financial Partners, LLC in Bethesda, MD and has over 4 years of experience in the finance industry.

4
Brian C. Salcetti
CRD#: 4719384
6903 Rockledge Drive, Suite 300, Bethesda, MD 20817

Brian Salcetti (CRD# 4719384) is an Investment Advisor Representative working at Sandbox Financial Partners, LLC in Bethesda, MD and has over 16 years of experience in the finance industry.

5
Rachael L. Decosta
CRD#: 4168112
6903 Rockledge Drive, Suite 300, Bethesda, MD 20817

Rachael Decosta (CRD# 4168112) is an Investment Advisor Representative working at Sandbox Financial Partners, LLC in Bethesda, MD and has over 20 years of experience in the finance industry.

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