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SH

Sandra M. Haas

SUPERVISION PARTNERS LLC
New York, NY 10022
Some features on this profile are disabled
CRD#: 2761753
SH

Professional summary


Sandra Matthews Haas, who also goes by Sandra Jill Matthews, Sandra Matthews, Sandy Matthews, is a registered financial professional currently at SUPERVISION PARTNERS LLC located in New York, New York.

Sandra is registered as a RR (Registered Representative) and started their career in finance in 1996. Sandra has worked at 7 firms and has passed the Series 63, SIE, Series 3, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sandra Jill Matthews | Sandra Matthews | Sandy Matthews

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 Matthews Haas'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

July 2, 2022 - Present

SUPERVISION PARTNERS LLC

Office #1: 641 Lexington Avenue Fl 17, New York, NY 10022
BD
CRD#: 300528
New York, NY
Past

July 26, 2019 - May 16, 2022

ELEVATION, LLC

BD
CRD#: 140341
CHARLOTTE, NC
Past

April 4, 2016 - June 7, 2019

EASTERLY SECURITIES LLC

BD
CRD#: 281103
BEVERLY, MA
Past

July 24, 2012 - April 7, 2015

PERELLA WEINBERG PARTNERS LP

BD
CRD#: 138618
NEW YORK, NY
Past

June 17, 1999 - May 8, 2012

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

June 7, 1999 - July 2, 1999

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

July 2, 1996 - June 7, 1999

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD

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
California
(5/28/2024)
RR
Colorado
(12/4/2024)
RR
Connecticut
(8/15/2022)
RR
Delaware
(12/9/2024)
RR
Florida
(7/25/2022)
RR
Georgia
(12/5/2024)
RR
Maine
(5/28/2024)
RR
Massachusetts
(8/22/2022)
RR
New Hampshire
(5/31/2024)
RR
New Jersey
(8/16/2022)
RR
New York
(8/11/2022)
RR
North Carolina
(5/29/2024)
RR
Texas
(5/28/2024)
RR
Utah
(8/18/2022)
RR
Virginia
(5/28/2024)
RR
Wisconsin
(5/28/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 7/10/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SP
SUPERVISION PARTNERS LLC
COMPLIANCE FIRST BROKERAGE, LLC | SUPERVISION PARTNERS LLC | SUPERVISION BROKERAGE LLC

CRD#: 300528 / SEC#: , 8-70315

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


Main Address
641 Lexington Avenue Fl 17, New York, NY 10022
Mailing Address
641 Lexington Avenue Fl 17, New York, NY 10022
Phone number
(212) 257-5790
Established
New York since 11/25/2015
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (32 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#
COMPLIANCE FIRST, LLCMANAGING MEMBER
FLORIO, GREGORY LEECHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER4126029
LEAHY, JAMES MICHAELFINOP5647281

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


SUPERVISION PARTNERS LLC

CRD#: 300528New York, NY 10022

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