Sandra
Nesbit

Noble Family Wealth

CRD#2605392
Investment Advisor
in Clearwater, FL

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About this Advisor

Sandra Nesbit is a financial advisor based in Clearwater, Florida, working with Noble Family Wealth. Sandra has previously held positions at Mercer Advisors, Noble Family Wealth, Mainsail Capital Group, LLC, National Advisors Trust Company, and Gfs Private Wealth, LLC. Sandra has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Sandra is part of Noble Family Wealth, which operates out of Clearwater, Florida. The firm has 4 employees and manages assets totaling $362.6 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Noble Family Wealth includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2475 Entrprise Rd.
Clearwater, FL 33763

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Noble Family Wealth Brokerage Details

Total Assets Under Management

$362,627,821

FL Average: $1,855,561,029
Total Number of Employees

4

FL Average: 62
Total Number of Accounts

392

FL Average: 2,474
Average Account Size

$925,071

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Sandra Nesbit Work History

2021 - Present (3 years)

Noble Family Wealth

2019 - 2022 (3 years)

Mainsail Capital Group, LLC

2018 - 2019 (1 year)

Mercer Advisors

2016 - 2021 (5 years)

National Advisors Trust Company

2012 - 2018 (6 years)

Gfs Private Wealth, LLC

Disclosures

Please visit the SEC profile of Sandra Nesbit 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 Noble Family Wealth

Brian Glas
Clearwater, FL
Matthew Szabad
Clearwater, FL
Sandra Nesbit
Clearwater, FL

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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