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SB

Sandra L. Burry

WESTMINSTER INVESTMENT GROUP
New Castle, PA 16101
Some features on this profile are disabled
CRD#: 1412402
SB

Professional summary

Sandra Lee Burry, who also goes by Sandra Lee Blackburn, Sandra Blackburn, Sandra L Burry, Sandra Burry, Sandra Burry Jackson, Sandra Lee Jackson, Sandra Jackson, is a registered financial professional currently at WESTMINSTER INVESTMENT GROUP, INC. located in New Castle, Pennsylvania.

Sandra is registered as a RR (Registered Representative) and started their career in finance in 1985. Sandra has worked at 7 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 14, Series 27, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Sandra Lee Blackburn | Sandra Blackburn | Sandra L Burry | Sandra Burry | Sandra Burry Jackson | Sandra Lee Jackson | Sandra Jackson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Sandra Lee Burry's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 31, 1999 - Present

WESTMINSTER INVESTMENT GROUP, INC.

Office #1: 23 East North Street, New Castle, PA 16101
BD
CRD#: 46187
New Castle, PA
Past

February 14, 1994 - June 4, 1999

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

April 30, 1991 - February 14, 1994

THE INVESTMENT CENTER, INC.

BD
CRD#: 17839
BEDMINSTER, NJ
Past

November 9, 1990 - April 2, 1991

BALTIMORE BANCORP INVESTMENT SERVICES, INC.

BD
CRD#: 17514
Past

November 2, 1988 - October 30, 1990

PARKER/HUNTER INCORPORATED

BD
CRD#: 7324
PITTSBURGH, PA
Past

November 3, 1987 - November 2, 1988

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
Past

October 30, 1987 - November 4, 1987

LEGG MASON MASTEN INC.

BD
CRD#: 2
Past

October 9, 1985 - October 31, 1987

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Pennsylvania
(1/25/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/7/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/27/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/21/1985
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 27
Date: 6/22/1998
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 8/9/1996
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/24/1991
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

WI
WESTMINSTER INVESTMENT GROUP, INC.
WESTMINSTER INVESTMENT GROUP, INC.

CRD#: 46187 / SEC#: , 8-51326

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
23 East North Street, New Castle, PA 16101
Mailing Address
23 East North Street, New Castle, PA 16101
Phone number
(724) 654-7880
Established
Pennsylvania since 04/01/1991
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BURRY, SANDRA LEEPRESIDENT & CEO & CCO1412402

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.

Company Information

WESTMINSTER INVESTMENT GROUP, INC.

CRD#: 46187New Castle, PA 16101

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