Angelo
D'Amato Goodenough

Sanderson Wealth Management, LLC

CRD#7343659
Investment Advisor
in Buffalo, NY

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About this Advisor

Angelo D'Amato Goodenough is a financial advisor working in Buffalo, New York. D'Amato Goodenough is on the advisory team at Sanderson Wealth Management, LLC. During their career, D'Amato Goodenough has held roles at Note Advisors, LLC, University At Buffalo and Sanderson Wealth Management, LLC. D'Amato Goodenough has a Series 65 license, designating them as an investment advisor representative, and is approved to work in New York. Sanderson Wealth Management, LLC is a firm operating out of Buffalo, NY. It handles $899 million in assets among its 1,652 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 1,652 client accounts, 52% belong to high-net-worth individuals who have greater than $1 million in assets. Sanderson Wealth Management, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on the type of financial services provided. Fee types charged by Sanderson Wealth Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

50 Fountain Plaza Suite 750
Buffalo, NY 14202

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Sanderson Wealth Management, LLC Brokerage Details

Total Assets Under Management

$898,736,639

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

17

NY Average: 88
Total Number of Accounts

1,652

NY Average: 3,892
Average Account Size

$544,029

NY Average: $1,917,921

Investment Advisory Services

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

Angelo D'Amato Goodenough Work History

Angelo has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Sanderson Wealth Management, LLC

2019 - 2022 (3 years)

Note Advisors, LLC

2014 - 2020 (6 years)

University At Buffalo

*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 Angelo D'Amato Goodenough 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 Sanderson Wealth Management, LLC

Phillip Frattali
Buffalo, NY
Timothy Domino
Buffalo, NY
Evan Kraft
Buffalo, NY
John Gullo
Buffalo, NY
Caleb Jennings
Buffalo, NY
Justin Sanderson
Buffalo, NY
John Sanderson
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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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.

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