Sanderson Wealth Management, LLC

Sanderson Wealth Management, LLC (CRD# 118910) is a financial advisory firm headquartered in Buffalo, NY. They manage $1,116,320,692 in 1,692 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,116
    MILLION
  • Total Number of Accounts
    1,692
    ACCOUNTS
  • Average Account Value
    $659,764
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
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, MA, MD, MO, NC, NH, NY, OH, TX

Financial Advisors at Sanderson Wealth Management, LLC
Showing 1 - 10 of 10 top financial advisors.
1
John R. Sanderson
CRD#: 6247213
50 Fountain Plaza, Suite 750, Buffalo, NY 14202

John Sanderson (CRD# 6247213) is an Investment Advisor Representative working at Sanderson Wealth Management, LLC in Buffalo, NY and has over 24 years of experience in the finance industry.

2
Carl M. Bader
CRD#: 4522488
50 Fountain Plaza, Suite 750, Buffalo, NY 14202

Carl Bader (CRD# 4522488) is an Investment Advisor Representative working at Sanderson Wealth Management, LLC in Buffalo, NY and has 1 year of experience in the finance industry.

3
Timothy J. Domino
CRD#: 7422136
50 Fountain Plaza, Suite 750, 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.

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

John Gullo (CRD# 3190123) is an Investment Advisor Representative working at Sanderson Wealth Management, LLC in Buffalo, NY and has over 24 years of experience in the finance industry.

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

Caleb Jennings (CRD# 3211774) is an Investment Advisor Representative working at Sanderson Wealth Management, LLC in Buffalo, NY and has over 25 years of experience in the finance industry.

7
Evan R. Kraft
CRD#: 7473630
50 Fountain Plaza, Suite 750, Buffalo, NY 14202

Evan Kraft (CRD# 7473630) is an Investment Advisor Representative working at Sanderson Wealth Management, LLC in Buffalo, NY and has 1 year of experience in the finance industry.

8
Justin R. Sanderson
CRD#: 6386242
50 Fountain Plaza, Suite 750, 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.

9
James L. Warner
CRD#: 4521548
50 Fountain Plaza, Suite 750, 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.

10
Tucker Weppner
CRD#: 7143751
Kansas City, MO

Tucker Weppner (CRD# 7143751) is an Investment Advisor Representative working at Sanderson Wealth Management, LLC in Kansas City, MO and has 1 year of experience in the finance industry.

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