Sanderson Wealth Management, LLC

Sanderson Wealth Management, LLC (CRD# 118910) is a financial advisory firm headquartered in Buffalo, NY. They manage $858,074,679 in 1,158 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    858
    MILLION
  • Total Number of Accounts
    1,158
    ACCOUNTS
  • Average Account Value
    $740,997
Compensation Options
  • A percentage of assets under your management
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)
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.

FL, NH, NY, OH, TX

Financial Advisors at Sanderson Wealth Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
John R. Sanderson
CRD#: 6247213
750 Key Tower, 50 Fountain Plaza, Buffalo, NY 14202

John Sanderson (CRD# 6247213) is an Investment Advisor Representative working at Sanderson Wealth Management, LLC in Buffalo, NY and has over 22 years of experience in the finance industry.

2
Sean M. Casullo
CRD#: 7403983
750 Key Tower, 50 Fountain Plaza, Buffalo, NY 14202

Sean Casullo (CRD# 7403983) is an Investment Advisor Representative working at Sanderson Wealth Management, LLC in Buffalo, NY and has 1 year of experience in the finance industry. Sean Casullo 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.

3
Timothy J. Domino
CRD#: 7422136
750 Key Tower, 50 Fountain Plaza, Buffalo, NY 14202

Timothy Domino (CRD# 7422136) is an Investment Advisor Representative working at Sanderson Wealth Management, LLC in Buffalo, NY and has 1 year of experience in the finance industry. Timothy Domino 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.

4
Phillip M. Frattali
CRD#: 6121930
750 Key Tower, 50 Fountain Plaza, Buffalo, NY 14202

Phillip Frattali (CRD# 6121930) is an Investment Advisor Representative working at Sanderson Wealth Management, LLC in Buffalo, NY and has 1 year of experience in the finance industry.

5
John S. Gullo
CRD#: 3190123
750 Key Tower, 50 Fountain Plaza, Buffalo, NY 14202

John Gullo (CRD# 3190123) is an Investment Advisor Representative working at Sanderson Wealth Management, LLC in Buffalo, NY and has over 22 years of experience in the finance industry. John Gullo 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.

6
Caleb Jennings
CRD#: 3211774
750 Key Tower, 50 Fountain Plaza, Buffalo, NY 14202

Caleb Jennings (CRD# 3211774) is an Investment Advisor Representative working at Sanderson Wealth Management, LLC in Buffalo, NY and has over 22 years of experience in the finance industry. Caleb Jennings 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.

7
Justin R. Sanderson
CRD#: 6386242
750 Key Tower, 50 Fountain Plaza, Buffalo, NY 14202

Justin Sanderson (CRD# 6386242) is an Investment Advisor Representative working at Sanderson Wealth Management, LLC in Buffalo, NY and has 1 year of experience in the finance industry. Justin Sanderson 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.

8
James L. Warner
CRD#: 4521548
750 Key Tower, 50 Fountain Plaza, Buffalo, NY 14202

James Warner (CRD# 4521548) is an Investment Advisor Representative working at Sanderson Wealth Management, LLC in Buffalo, NY and has 1 year of experience in the finance industry. James Warner 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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