Sandra L. Bolton

INDIVISIBLE PARTNERS

Hazlet, NJ 07730

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CRD#: 2199118

Professional summary

Sandra Lynn Bolton, who also goes by Sandra Lynn Arendt, Sandra L Motusesky, Sandra Lynn Motusesky, is a registered financial advisor currently at INDIVISIBLE PARTNERS located in Hazlet, New Jersey.

Sandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Sandra has worked at 10 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7, Series 10 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sandra Lynn Arendt | Sandra L Motusesky | Sandra Lynn Motusesky

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.

Name of Activity: Expect Miracles Foundation - Financial Services against cancer; Date Activity Started: 2/8/2024; Type of Activity: Non-Profit; Role/Relationship: Director Emeritus; Responsibilities: Board member rallying the financial services industry to invest in life-saving cancer research and care for young; Total Hours Per Month: 0 - 20; Total Hours Per Month During Trading Hours: 0 - 20; Does this activity include providing investment advice, conducting securities trading or managing the assets of others? No; --- END ---

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sandra Lynn Bolton'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

May 6, 2025 - Present

INDIVISIBLE PARTNERS

Office #1: 1301 Highway 36 Suite 102, Hazlet, NJ 07730

RIA

CRD#: 332431

Hazlet, NJ

Past

July 30, 2024 - September 4, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

New York, NY

Past

November 8, 2022 - September 4, 2024

AMERICAN ENTERPRISE INVESTMENT SERVICES INC.

CRD#: 26506

MINNEAPOLIS, MN

Past

August 2, 2022 - December 31, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

New York, NY

Past

August 2, 2022 - September 4, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

November 16, 2021 - June 1, 2022

FS INVESTMENT SOLUTIONS, LLC

CRD#: 145244

PHILADELPHIA, PA

Past

June 1, 2015 - August 24, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PENNINGTON, NJ

Past

April 13, 2015 - August 24, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PENNINGTON, NJ

Past

May 13, 2010 - March 17, 2015

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

Past

October 11, 2007 - May 5, 2010

TD AMERITRADE, INC.

RIA

CRD#: 7870

JERSEY CITY, NJ

Past

October 11, 2007 - May 5, 2010

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

JERSEY CITY, NJ

Past

August 16, 2007 - May 5, 2010

TD AMERITRADE, INC.

CRD#: 7870

JERSEY CITY, NJ

Past

June 17, 1998 - October 22, 2002

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

May 19, 1994 - June 17, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

October 10, 1992 - September 23, 1993

ROCHDALE SECURITIES LLC

CRD#: 6863

STAMFORD, CT

Past

February 12, 1992 - September 23, 1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INDIVISIBLE PARTNERS

CRD#: 332431 / SEC#: 801-131364

RIA

Registered Investment Advisory firm - (11/1/2024 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/19/2025)

IAR

New Jersey
(5/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/30/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/30/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/29/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/10/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 1/2/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 24

Date: 10/8/2007

General Securities Principal Examination

Current Firm

INDIVISIBLE PARTNERS

CRD#: 332431 / SEC#: 801-131364

RIA

Registered Investment Advisory firm - (11/1/2024 Approved)

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Contact information

Main Address

114 Turner Street, Clearwater, FL 33756

Mailing Address

Phone number

(732) 306-5490

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INDIVISIBLE ADV2A (6/18/2025)

Regulatory assets under management

Total Number of Accounts	634
AUM (Assets Under Management)	$ 421,326,222

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.

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Advisor Monitoring

Firm Stability Insights

Sandra L. Bolton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sandra Lynn Bolton's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERICAN ENTERPRISE INVESTMENT SERVICES INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

FS INVESTMENT SOLUTIONS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PERSHING LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

MORGAN STANLEY DW INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ROCHDALE SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

INDIVISIBLE PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/30/2015

Series 66

Date: 8/30/2007

Series 63

Date: 12/29/1992

SIE

Date: 10/1/2018

Series 7

Date: 2/10/1992

Series 10

Date: 1/2/2023

Series 24

Date: 10/8/2007

Current Firm

INDIVISIBLE PARTNERS

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INDIVISIBLE PARTNERS

TRUST BUT VERIFY

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