Sandra
Ercolani
Chancellor Financial Group Wb Lp
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About this Advisor
Sandra Ercolani is a financial advisor who works out of Wilkes Barre, Pennsylvania with 10 years of industry experience. Ercolani currently works for Chancellor Financial Group Wb Lp. Over the course of their career, they have held roles at Chancellor Financial Group, American Portfolios Financial Services, Inc and Newbridge Securities. Ercolani holds Series 63 and Series 66 licenses, certifying them as a securities agent, and can advise clients in Pennsylvania. Chancellor Financial Group Wb Lp is a registered investment firm operating out of Wilkes Barre, PA. The firm has offices in two locations and a total of nine employees. It has $159 million in assets under management between its 947 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 947 client accounts, just 4% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Chancellor Financial Group Wb Lp has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules typically vary depending on which services the firm provides the client. However, fees charged by Chancellor Financial Group Wb Lp likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Chancellor Financial Group Wb Lp Brokerage Details
$159,213,600
9
947
$168,124
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Sandra Ercolani Work History
Sandra has been registered as a financial advisor for 10 years.*
Chancellor Financial Group
American Portfolios Financial Services, Inc
Newbridge Securities
*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 Sandra Ercolani 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 Chancellor Financial Group Wb Lp
Wilkes Barre, PA
Wilkes Barre, PA
Wilkes Barre, PA
Pottstown, PA
Wilkes Barre, PA
Wilkes Barre, PA
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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