Collin
Sinnott

Strategic Advocates, LLC

CRD#7486651
Investment Advisor
in Sacramento, CA

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About this Advisor

Collin Sinnott is a financial advisor based in Sacramento, California, working with Strategic Advocates, LLC. Collin has previously held positions at Cambridge Investment Research Advisors, Inc, Cambridge Investment Research, Inc, University Of California, Davis, Insomnia Cookies, Poke Bar, Strategic Advocates, LLC, and Crown Capital Securities, L.P. Collin has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Collin is part of Strategic Advocates, LLC, which operates out of Sacramento, California. The firm has 4 offices and 13 employees. The firm manages assets totaling $363.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Strategic Advocates, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

608 29Th St.
Sacramento, CA 95816

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Strategic Advocates, LLC Brokerage Details

Total Assets Under Management

$363,541,297

CA Average: $693,624,108
Total Number of Employees

13

CA Average: 12
Total Number of Accounts

2,445

CA Average: 1,115
Average Account Size

$148,688

CA Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Collin Sinnott Work History

2023 - Present (1 year)

Crown Capital Securities, L.P

2022 - Present (2 years)

Strategic Advocates, LLC

2022 - 2022 (< 1 year)

Cambridge Investment Research Advisors, Inc

2022 - 2022 (< 1 year)

Cambridge Investment Research, Inc

2021 - 2022 (1 year)

Insomnia Cookies

2019 - 2022 (3 years)

University Of California, Davis

2018 - 2022 (4 years)

University Of California, Davis

2016 - 2019 (3 years)

Poke Bar

Disclosures

Please visit the SEC profile of Collin Sinnott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Strategic Advocates, LLC

Bradley Harsch
Logan, UT
Collin Sinnott
Sacramento, CA
Scott Grover
Logan, UT
Ammon Doman
Logan, UT
James Smith
Walnut Creek, CA
James Jenkins
Logan, UT
John Mickelson
Logan, UT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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