Paul
Stancs

Sandhill Investment Management

CRD#5880265
Investment Advisor
in Litchfield, CT

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About this Advisor

Paul Stancs is a financial advisor operating out of Litchfield, Connecticut, who has 2 years of industry experience. Stancs is an employee of Sandhill Investment Management. The advisor has gained experience at Fisher Investments and Sandhill Investment Management. Stancs holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Connecticut. Sandhill Investment Management is a financial advisory business that has its headquarters in Buffalo, NY. It has a total of 23 advisors. It administers $2 billion in total assets between its 3,216 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 19 charities and foundations. Of its 3,216 customer accounts, just 13% are held by high-net-worth investors who have more than $1 million in assets. Sandhill Investment Management offers a set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fee schedules typically are based on the type of services. Fees charged by Sandhill Investment Management can be comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Litchfield, CT

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Sandhill Investment Management Brokerage Details

Total Assets Under Management

$1,822,486,701

CT Average: $7,464,549,021
Total Number of Employees

23

CT Average: 88
Total Number of Accounts

3,216

CT Average: 3,892
Average Account Size

$566,694

CT Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Paul Stancs Work History

Paul has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Sandhill Investment Management

2019 - 2020 (1 year)

Fisher Investments

2013 - 2019 (6 years)

Fisher Investments

2012 - 2013 (1 year)

Fisher Investments

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Paul Stancs 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 Sandhill Investment Management

Ryan Myers
Buffalo, NY
Stephen Garvin
Buffalo, NY
Christian Martinez
Buffalo, NY
Paul Stancs
Litchfield, CT
Thomas Baker
Buffalo, NY
Shant Goubrial
Buffalo, NY
Christopher Kicinski
Buffalo, NY
Kristyna Hassler
Buffalo, NY

The content in this profile was updated by SmartAsset on 4/16/2023. 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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