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SD

Sandra A. Del Toro

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CRD#: 3271061
SD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sandra Annabel Del Toro, who also goes by Sandra Annabel Deltoro, was a registered financial professional .

Sandra is a previously registered financial professional and started their career in finance in 2001. Sandra had worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sandra Annabel Deltoro

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 25, 2017 - June 24, 2020

MOTIF CAPITAL MANAGEMENT, INC.

RIA
CRD#: 277051
SAN MATEO, CA
Past

June 8, 2011 - July 1, 2020

MOTIF

BD
CRD#: 155731
SAN MATEO, CA
Past

October 28, 2008 - March 19, 2010

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SAN FRANCISCO, CA
Past

October 24, 2008 - March 19, 2010

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SAN FRANCISCO, CA
Past

November 26, 2007 - November 6, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
MENLO PARK, CA
Past

May 3, 2001 - November 6, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
MENLO PARK, CA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/21/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MC
MOTIF CAPITAL MANAGEMENT, INC.
MCM | MOTIF CAPITAL MANAGEMENT, INC. | MOTIF CAPITAL MANAGEMENT | MOTIF CAPITAL

CRD#: 277051 / SEC#: 801-105472

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Contact information


Main Address
2 E. 3rd Ave. Suite 300, San Mateo, CA 94401
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

MOTIF CAPITAL MANAGEMENT, INC., ADV PART 2A BROCHURE (3/27/2020)

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


MOTIF CAPITAL MANAGEMENT, INC.

CRD#: 277051

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