Ronald S. Sanderson

SLB ADVISORS

Belmont, MA 02478-4448

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CRD#: 4605949

Professional summary

Ronald Scott Sanderson, who also goes by R Scott Sanderson, Scott Sanderson, is a registered financial advisor currently at SLB ADVISORS, LLC located in Belmont, Massachusetts.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Ronald has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

R Scott Sanderson | Scott Sanderson

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.

1) SLB REALTY TRUST; BELMONT, MA; NON INVESTMENT RELATED; TRUSTEE; 33 1/3% OWNER; 1/01; 2 HRS/MTH; BOOKKEEPING AND OTHER ADMINISTRATIVE FUNCTIONS. 2) ANGEL TRUST: POSITION: TRUSTEE; NATURE: TRUST INVESTMENT RELATED: YES; NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/26/1997 ADDRESS: BELMONT, MA; DUTIES: NONE AT THIS TIME. 3) SANDERSON, LOGAN & BECHOK, PC: ACCOUNTING FIRM; POSITION: CPA: NON-INVESTMENT RELATED: BELMONT, MA; 07/1988 TO PRESENT; 160 HOURS PER MONTH, MOST OF WHICH ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE PREPARATION OF TAX RETURNS, FINANCIAL STATEMENTS, AUDITING, ETC. 4) NATURE OF BUSINESS: LIFE INSURANCE, DISABILITY, LONG-TERM CARE AND FIXED ANNUITIES, AGENT, AS OF 1/6/2004, DESCRIPTION OF DUTIES: INSURANCE PLANNING, ANALYSIS, IMPLEMENTATION AND REVIEW NUMBER OF HOURS DEVOTED PER MONTH: 0 NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Scott Sanderson'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®

None

Experience

Current

April 27, 2023 - Present

SLB ADVISORS, LLC

Office #1: 69 Trapelo Road, Belmont, MA 02478-4448

RIA

CRD#: 322809

Belmont, MA

Past

January 8, 2020 - October 28, 2022

BRIGGS ADVISORY GROUP, INC.

RIA

CRD#: 291947

BOSTON, MA

Past

January 22, 2003 - October 10, 2019

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

BOSTON, MA

Past

December 12, 2002 - October 10, 2019

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

BOSTON, MA

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.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(4/27/2023)

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

State Security Law Exam

IAR

Series 66

Date: 1/10/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/11/2002

General Securities Representative Examination

Current Firm

SLB ADVISORS, LLC

CRD#: 322809 / SEC#:

Massachusetts

Registered Investment Advisory firm - (4/27/2023 Approved)

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Contact information

Main Address

69 Trapelo Road, Belmont, MA 02478-4448

Mailing Address

Phone number

(617) 451-8700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Ronald S. Sanderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Scott Sanderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SLB ADVISORS, LLC

BRIGGS ADVISORY GROUP, INC.

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/10/2003

SIE

Date: 10/1/2018

Series 7

Date: 12/11/2002

Current Firm

SLB ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

SLB ADVISORS, LLC

TRUST BUT VERIFY

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