Sandra
Hay Magdaleno

Cetera Advisors LLC

CRD#1635367
Investment Advisor
in Portland, OR
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About this Advisor

Sandra Hay Magdaleno is a certified financial planner working in Portland, Oregon, who has 32 years of financial industry experience. Hay Magdaleno currently works for Cetera Advisors LLC. Over the course of their career, they have held roles at Multi-Financial Securities Corporation, Principal Mutual Life Ins. Co and Cetera Advisors LLC. Hay Magdaleno holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Oregon. Cetera Advisors LLC is a financial advisory business that has its headquarters in Portland, Oregon. The firm has offices in 816 locations and a total of 1,163 employees. It manages $14 billion in assets under management across its 61,274 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 181 charitable organizations. Of its 61,274 customer accounts, 24% belong to high-net-worth individuals who have more than $1 million in assets. Cetera Advisors LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees billed by Cetera Advisors LLC most likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

32 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

5110 Se Powell Blvd
Portland, OR 97206

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$12,246,297,195

OR Average: $2,349,664,866
Total Number of Employees

1,066

OR Average: 28
Total Number of Accounts

58,523

OR Average: 1,101
Average Account Size

$209,256

OR Average: $2,134,119

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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
  • Educational seminars/workshops

Sandra Hay Magdaleno Work History

Sandra has 32 years of experience.

2013 - Present (6 years)

Cetera Advisors LLC

1986 - Present (33 years)

Principal Mutual Life Ins. Co

2012 - 2012 (< 1 year)

Multi-Financial Securities Corporation

Disclosures

Sandra Hay Magdaleno has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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