Sandra K. Lasser
Professional summary
Sandra K Lasser, who also goes by Sandra G Kozyreff, Sandy Kozyreff, Sandra G Kozyrefflasser, Sandra K. Lasser, Sandy Lasser, is a registered financial advisor currently at OPENARC CORPORATE ADVISORY, LLC located in Atlanta, Georgia.
Sandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Sandra has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sandra K Lasser's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 7, 2025 - Present
OPENARC CORPORATE ADVISORY, LLC
Office #1: 3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326December 2, 2011 - September 24, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 28, 2010 - September 24, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 22, 1990 - August 20, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
OPENARC CORPORATE ADVISORY, LLC
CRD#: 336837 / SEC#: 801-133754
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/7/2025)
Exams
Current Firm
OPENARC CORPORATE ADVISORY, LLC
CRD#: 336837 / SEC#: 801-133754
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 492 |
| AUM (Assets Under Management) | $ 443,705,451 |
Red Flags
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