SS
Sandra A. Stickney
COLLABORATIVE WEALTH
Lake Mary, FL 32746
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CRD#: 4512798
SS
Professional summary
Sandra Ann Stickney, CFP®, who also goes by Sandra Ann Bryant, is a registered financial advisor currently at COLLABORATIVE WEALTH located in Lake Mary, Florida and LPL FINANCIAL LLC located in Lake Mary, Florida.
Sandra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Sandra has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sandra Ann Bryant
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 Ann Stickney'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®
Experience
Current
January 12, 2023 - Present
COLLABORATIVE WEALTH
Office #1: 972 International Parkway, Lake Mary, FL 32746RIA
CRD#: 142106
Lake Mary, FL
Current
September 16, 2004 - Present
LPL FINANCIAL LLC
Office #1: 972 International Pkwy, Lake Mary, FL 32746RIA
BD
CRD#: 6413
Lake Mary, FL
Past
April 11, 2003 - December 31, 2003
CUSO FINANCIAL SERVICES, L.P.
RIA
CRD#: 42132
ORLANDO, FL
Past
April 29, 2002 - December 31, 2003
CUSO FINANCIAL SERVICES, L.P.
BD
CRD#: 42132
SAN DIEGO, CA
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".
CW
COLLABORATIVE WEALTH
COLLABORATIVE WEALTH | GARRISON WEALTH MANAGEMENT | FALCON FINANCIAL MANAGEMENT | COLLABORATIVEWEALTH TREASURE COAST | COLLABORATIVEWEALTH LAKE NONA | COLLABORATIVEWEALTH GAINESVILLE | COLLABORATIVE WEALTH MANAGEMENT, INC.
CRD#: 142106 / SEC#: 801-80100
RIA
Registered Investment Advisory firm - (8/6/2014 Approved)Indiana
Registered Investment Advisory firm - (12/23/2008 Terminated)Texas
Registered Investment Advisory firm - (8/7/2014 Terminated)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(1/4/2023)
RR
Arizona(10/7/2019)
RR
California(10/7/2019)
RR
Colorado(10/7/2019)
RR
Connecticut(10/7/2019)
RR
Delaware(1/4/2023)
RR
Florida(9/16/2004)
IAR
Florida(1/12/2023)
RR
Georgia(10/7/2019)
RR
Hawaii(10/7/2019)
RR
Illinois(10/7/2019)
RR
Indiana(4/9/2021)
RR
Iowa(10/7/2019)
RR
Kansas(9/29/2023)
RR
Kentucky(10/7/2019)
RR
Maryland(1/10/2023)
RR
Massachusetts(10/7/2019)
RR
Michigan(10/20/2023)
RR
Minnesota(3/1/2024)
RR
Mississippi(7/2/2020)
RR
New Jersey(1/4/2023)
RR
New York(10/7/2019)
RR
North Carolina(10/8/2019)
RR
Ohio(10/7/2019)
RR
Pennsylvania(4/17/2025)
RR
South Carolina(10/7/2019)
RR
Tennessee(10/7/2019)
RR
Texas(10/7/2019)
RR
Virginia(10/7/2019)
RR
Washington(1/4/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CW
COLLABORATIVE WEALTH
COLLABORATIVE WEALTH | GARRISON WEALTH MANAGEMENT | FALCON FINANCIAL MANAGEMENT | COLLABORATIVEWEALTH TREASURE COAST | COLLABORATIVEWEALTH LAKE NONA | COLLABORATIVEWEALTH GAINESVILLE | COLLABORATIVE WEALTH MANAGEMENT, INC.
CRD#: 142106 / SEC#: 801-80100
RIA
Registered Investment Advisory firm - (8/6/2014 Approved)Indiana
Registered Investment Advisory firm - (12/23/2008 Terminated)Texas
Registered Investment Advisory firm - (8/7/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
972 International Parkway, Lake Mary, FL 32746
Mailing Address
Phone number
(407) 792-3336
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,810 |
| AUM (Assets Under Management) | $ 564,031,327 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
COLLABORATIVE WEALTH
CRD#: 142106Lake Mary, FL 32746TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
