Sandra A. Sambito
STRATEGIC ADVISERS LLC | Financial Consultant
JACKSONVILLE, FL
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CRD#: 4091465
Professional summary
Sandra A Sambito, who also goes by Sandra Ann Sambito, Sandra Sambito, Sandra A Sambito, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Jacksonville, Florida and FIDELITY BROKERAGE SERVICES LLC located in Jacksonville, Florida.
Sandra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Sandra has worked at 9 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 26 exams.
Biography
My history has been to serve, I am a military veteran, a Mom and a Financial Consultant with 20+ yrs experience. One of the most important lessons I've learned is understanding the needs of others and recognizing that everyone's economic and life situation is unique. It's more than goals, it's security for you to accomplish what is most important while maintaining peace of mind. Life is too short to worry, contact me to help you create a plan that meets your needs.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sandra Ann Sambito | Sandra Sambito | Sandra A Sambito
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.
CRS (Client Relationship Summary) - RIA
Click below to view Sandra A Sambito's 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®
NoneEducation
University of North Florida
BA - Business Psychology
1998
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4671 Town Center Pkwy, Jacksonville, FL 32246RIA
CRD#: 104555
JACKSONVILLE, FL
Current
March 26, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4671 Town Center Pkwy, Jacksonville, FL 32246BD
CRD#: 7784
Jacksonville, FL
Past
May 16, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
JACKSONVILLE, FL
Past
September 26, 2017 - March 15, 2019
ALLSTATE FINANCIAL ADVISORS, LLC
RIA
CRD#: 109524
Jacksonville, FL
Past
August 29, 2017 - March 15, 2019
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
Jacksonville, FL
Past
April 4, 2016 - September 6, 2017
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
JACKSONVILLE, FL
Past
March 31, 2016 - September 6, 2017
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
JACKSONVILLE, FL
Past
January 16, 2007 - April 5, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
AMELIA ISLAND, FL
Past
January 8, 2007 - April 5, 2016
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
AMELIA ISLAND, FL
Past
February 17, 2003 - January 5, 2007
U.S. BANCORP ADVISORS, LLC
BD
CRD#: 14455
ROLLING HILLS ESTATE, CA
Past
January 31, 2003 - January 5, 2007
U.S. BANCORP ADVISORS, LLC
RIA
CRD#: 14455
ROLLING HILLS ESTATE, CA
Past
June 22, 2000 - February 28, 2002
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, 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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.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
Alabama(3/26/2019)
RR
California(11/15/2024)
RR
Colorado(11/15/2024)
RR
Connecticut(3/26/2019)
RR
Florida(3/26/2019)
IAR
Florida(3/31/2025)
RR
Georgia(3/26/2019)
RR
Iowa(3/12/2024)
RR
Kansas(8/25/2025)
RR
Massachusetts(3/26/2019)
RR
Mississippi(7/8/2022)
RR
New Jersey(7/22/2025)
RR
New Mexico(10/14/2024)
RR
New York(3/26/2019)
RR
North Carolina(5/3/2024)
RR
Ohio(2/24/2025)
RR
Pennsylvania(8/18/2022)
RR
South Carolina(9/29/2023)
RR
Tennessee(3/25/2023)
RR
Texas(4/13/2023)
IAR
Texas(3/31/2025)
RR
Utah(6/6/2023)
RR
Virginia(3/26/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Jacksonville, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
