Sander D. Bleustein
Professional summary
Sander D. Bleustein, CFP®, who also goes by David Sander Bleustein, Sander David Bleustein, Sandy Bleustein, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Naples, Florida and FIDELITY BROKERAGE SERVICES LLC located in Naples, Florida.
Sander is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Sander has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sander D. Bleustein's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1988
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #1: 350 5th Avenue South Ste 202, Naples, FL 34102-6576November 9, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 350 5th Avenue South Ste 202, Naples, FL 34102July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
January 11, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
May 5, 2011 - October 25, 2012
MORGAN KEEGAN & COMPANY, LLC
March 8, 2011 - October 25, 2012
MORGAN KEEGAN & COMPANY, LLC
November 8, 2006 - March 22, 2011
UBS FINANCIAL SERVICES INC.
November 8, 2006 - March 22, 2011
UBS FINANCIAL SERVICES INC.
May 7, 2004 - October 4, 2006
WEALTHTRUST ADVISORS
January 15, 2004 - October 4, 2006
MORGAN KEEGAN & COMPANY, LLC
September 1, 1999 - October 4, 2006
MORGAN KEEGAN & COMPANY, LLC
May 22, 1997 - August 31, 1999
LEGG MASON WOOD WALKER, INCORPORATED
February 1, 1995 - May 20, 1997
MUTUAL SERVICE CORPORATION
April 24, 1987 - February 8, 1995
WS GRIFFITH SECURITIES, INC.
February 5, 1987 - May 15, 1987
VOYA FINANCIAL ADVISORS, INC.
July 16, 1985 - February 8, 1995
WS GRIFFITH SECURITIES, INC.
December 19, 1984 - July 26, 1985
FSC SECURITIES CORPORATION
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
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Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
