Sandra O. Keir
Professional summary
Sandra Ohehir Keir, CFP®, who also goes by Sandra O Hehir Keir, Sandra O'hehir Keir, Sandra Shaffer Keir, Sandra Shaffer O Hehir, Sandra Shaffer O'hare, Sandra Shaffer O'hehir, Sandra Lee Ohehir, Sandra Shaffer Ohehir, Sandy Ohehir, is a registered financial advisor currently at CHELSEA ADVISORY SERVICES, INC located in Sarasota, Florida and CHELSEA FINANCIAL SERVICES located in Staten Island, New York.
Sandra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Sandra has worked at 25 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sandra Ohehir Keir's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1989
Experience
July 15, 2021 - Present
CHELSEA ADVISORY SERVICES, INC
January 24, 2020 - Present
CHELSEA FINANCIAL SERVICES
Office #1: 242 Main Street, Staten Island, NY 10307June 12, 2017 - January 8, 2020
PRUCO SECURITIES, LLC.
May 24, 2017 - January 8, 2020
PRUCO SECURITIES, LLC.
July 27, 2015 - May 11, 2017
GWN SECURITIES INC.
July 24, 2015 - May 11, 2017
GWN SECURITIES INC.
May 1, 2015 - July 28, 2015
RAYMOND JAMES & ASSOCIATES, INC.
April 9, 2015 - July 28, 2015
RAYMOND JAMES FINANCIAL SERVICES, INC.
April 9, 2015 - July 28, 2015
RAYMOND JAMES & ASSOCIATES, INC.
August 20, 2014 - March 24, 2015
SUNCOAST ADVISORY GROUP
July 24, 2014 - August 8, 2014
LPL FINANCIAL LLC
July 21, 2010 - August 5, 2014
GWN SECURITIES INC.
July 21, 2010 - August 5, 2014
GWN SECURITIES INC.
September 11, 2009 - July 14, 2010
SECURITIES SERVICE NETWORK, LLC
January 14, 2008 - June 8, 2009
TRANSAMERICA CAPITAL, LLC
April 29, 2003 - February 4, 2008
LINCOLN FINANCIAL DISTRIBUTORS, INC.
February 7, 2003 - April 17, 2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
December 14, 2000 - January 22, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 20, 1998 - May 11, 2000
NATCITY INVESTMENTS, INC.
February 12, 1997 - May 11, 2000
NATCITY INSURANCE SERVICES, INC.
August 26, 1994 - November 15, 1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
August 26, 1994 - November 15, 1996
OSAIC FA, INC.
December 20, 1993 - July 20, 1994
U.S. BANCORP INVESTMENTS, INC.
December 11, 1992 - January 4, 1994
FINTEGRA, LLC
January 10, 1992 - December 10, 1992
TRUSTED SECURITIES ADVISORS CORP.
November 5, 1990 - October 23, 1991
CITICORP INVESTMENT SERVICES
July 29, 1988 - December 12, 1989
GLENFED BROKERAGE SERVICES
September 30, 1986 - July 28, 1988
MABON, NUGENT & CO.
March 29, 1985 - September 24, 1986
INVEST FINANCIAL CORPORATION
February 25, 1983 - October 23, 1984
JW GENESIS CLEARING CORP.
Primary Firm SEC Registration
CHELSEA ADVISORY SERVICES, INC
CRD#: 150791 / SEC#: 801-112349
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/12/2020)
(1/24/2020)
(7/15/2021)
(1/24/2020)
(11/18/2020)
Exams
FINRA
Current Firm
CHELSEA ADVISORY SERVICES, INC
CRD#: 150791 / SEC#: 801-112349
Contact information
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 536 |
| AUM (Assets Under Management) | $ 126,883,334 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
