John
Sanderson

Sanderson Wealth Management, LLC

CRD#6247213
Investment Advisor
in Buffalo, NY

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About this Advisor

John Sanderson is a financial advisor who works in Buffalo, New York, with 2 years of industry experience. Sanderson is an employee of Sanderson Wealth Management, LLC. They have spent all of their career at Sanderson Wealth Management, Llc. Sanderson maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in New York and Texas. Sanderson Wealth Management, LLC is a registered investment firm that has its headquarters in Buffalo, NY. It administers $899 million in total assets between its 1,652 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 1,652 accounts, 52% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Sanderson Wealth Management, LLC has a broad array of services, including 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 largely depend on which services the firm provides the client. Fees billed by Sanderson Wealth Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

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

John Sanderson Work History

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

2001 - Present (23 years)

Sanderson Wealth Management, LLC

*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 John Sanderson 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
John Sanderson
Buffalo, NY
Justin 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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