Patrick William Sandner
Professional Summary
Patrick William Sandner is a registered financial advisor currently at LANDING FINANCIAL GROUP, INC. located in North Palm Beach, Florida. Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Patrick has worked at 6 firms and has passed the Series 65, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
32 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
LANDING FINANCIAL GROUP, INC.
Contact Information
Main Address
631 Us Highway One Suite 201, North Palm Beach, FL 33408Phone Number
(561) 229-0009# of Employees
5Documents
Regulatory Assets Under Management
Total Number of Accounts
197AUM (Assets Under Management)
$63,963,855Similar Advisors
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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.
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State Registrations and Notice Filings
(7/14/2022)
(4/27/2022)
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 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 1994About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Feb 1997About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Patrick William Sandner's CRS (Customer Relationship Summary).
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