Chloe
Sandler
Certuity, LLC
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About this Advisor
Chloe Sandler is a financial advisor who works in North Palm Beach, Florida with 1 year of relevant experience. Sandler is on the advisory team at Certuity, LLC. Over the course of their career, they have held roles at J.P. Morgan Asset Management and Camden Capital. Sandler maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Florida. Certuity, LLC is a registered investment company that has its headquarters in North Palm Beach, FL. It has offices in five locations and a total of 32 employees. It manages $4 billion in assets under management across its 3,774 accounts, placing it among the biggest firms in the country by assets under management. Of its 3,774 client accounts, 80% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Fees for financial management typically vary depending on the financial services offered. Fee types billed by Certuity, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Certuity, LLC Brokerage Details
$3,641,794,448
32
3,774
$964,969
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Chloe Sandler Work History
Chloe has been registered as a financial advisor for 1 years.*
Camden Capital
J.P. Morgan Asset Management
J.P. Morgan Asset Management
*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 Chloe Sandler 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 Certuity, LLC
Cincinnati, OH
North Palm Beach, FL
North Palm Beach, FL
North Palm Beach, FL
North Palm Beach, FL
Chicago, IL
North Palm Beach, FL
Santa Monica, CA
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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