Sandra Lynn Bolton
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Sandra Lynn Arendt, Sandra L Motusesky, Sandra Lynn Motusesky
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
RBC CAPITAL MARKETS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
RBC CAPITAL MARKETS, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
RBC CAPITAL MARKETS, LLC
Disclosures on record.
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.
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
RBC CAPITAL MARKETS, LLC
Years of Experience
34 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
RBC CAPITAL MARKETS, LLC
Current Firm
ACHIEVE WEALTH PARTNERS | WOODRING | LEROY CAPITAL ADVISORS | SOMERSET ADVISORY | SANWEALTH PARTNERS | ROSENWALD PRIVATE WEALTH | RIDE WEALTH PARTNERS | KH PRIVATE WEALTH | INDIVISIBLE PARTNERS, LLC | INDIVISIBLE PARTNERS | FMB WEALTH MANAGEMENT | FMB RETIREMENT SERVICES | CONSIGLIO ADVISORS | ALIGNED PRIVATE WEALTH
Contact Information
Main Address
114 Turner Street, Clearwater, FL 33756Phone Number
(732) 306-5490# of Employees
24SEC notice filing (19 States and Territories)
Registered to provide investment advisory services in 19 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,672AUM (Assets Under Management)
$2,079,652,688Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
RBC CAPITAL MARKETS, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
RBC CAPITAL MARKETS, LLC
Primary Firm SEC Registration
ACHIEVE WEALTH PARTNERS | WOODRING | LEROY CAPITAL ADVISORS | SOMERSET ADVISORY | SANWEALTH PARTNERS | ROSENWALD PRIVATE WEALTH | RIDE WEALTH PARTNERS | KH PRIVATE WEALTH | INDIVISIBLE PARTNERS, LLC | INDIVISIBLE PARTNERS | FMB WEALTH MANAGEMENT | FMB RETIREMENT SERVICES | CONSIGLIO ADVISORS | ALIGNED PRIVATE WEALTH
State Registrations and Notice Filings
(8/19/2025)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2023About the Series 10 examSimilar Advisors
WELLS FARGO CLEARING SERVICES, LLC
RBC CAPITAL MARKETS, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Sandra Lynn Bolton's CRS (Customer Relationship Summary).
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
RBC CAPITAL MARKETS, LLC