Frederick
Bohlander
Sandbox Financial Partners, LLC
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About this Advisor
Frederick Bohlander is a certified financial planner who works out of Lakewood, Florida with a total of 1 year of industry experience. Bohlander is on the advisory team at Sandbox Financial Partners, LLC. Throughout their career, Bohlander has worked at Raymond James Financial Services, Inc, Sandbox Financial Partners, LLC, Raymond James Financial Services Advisors, Inc and Wells Fargo Advisors Financial Network, LLC. Bohlander has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Sandbox Financial Partners, LLC is an advisory business that has its headquarters in Bethesda, MD. The firm has offices in two locations and a total of 12 people on staff. It oversees $365 million in assets under management among its 1,191 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 1,191 customer accounts, 37% belong to high-net-worth clients who have at least $1 million in assets. The company provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees usually vary depending on which services the firm provides the client. Fees billed by Sandbox Financial Partners, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sandbox Financial Partners, LLC Brokerage Details
$364,461,347
12
1,191
$306,013
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Frederick Bohlander Work History
Frederick has been registered as a financial advisor for 1 years.*
Sandbox Financial Partners, LLC
Wells Fargo Advisors Financial Network, LLC
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
*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 Frederick Bohlander 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 Sandbox Financial Partners, LLC
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Easton, PA
Lakewood, FL
Bethesda, MD
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
