David M. Coiro

SANDRO WEALTH MANAGEMENT LLC

Los Angeles, CA

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CRD#: 50327

Professional summary

David Michael Coiro is a registered financial advisor currently at SANDRO WEALTH MANAGEMENT LLC located in Los Angeles, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1972. David has worked at 10 firms and has passed the Series 65, Series 63, Series 7TO, Series 72, SIE, Series 1, Series 24, Series 53 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 01/12/2024

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Michael Coiro'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

May 27, 2025 - Present

SANDRO WEALTH MANAGEMENT LLC

RIA

CRD#: 332113

Los Angeles, CA

Past

January 12, 2024 - May 31, 2025

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Los Angeles, CA

Past

January 12, 2024 - May 31, 2025

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Los Angeles, CA

Past

April 12, 2017 - January 19, 2024

SYMPHONIC FINANCIAL ADVISORS LLC

RIA

CRD#: 135603

los angeles, CA

Past

April 12, 2017 - January 19, 2024

SYMPHONIC SECURITIES LLC

CRD#: 139512

NEW YORK, NY

Past

November 3, 2000 - February 21, 2017

CITY NATIONAL ROCHDALE

RIA

CRD#: 117198

NEW YORK, NY

Past

October 20, 1986 - February 21, 2017

CNR SECURITIES, LLC

CRD#: 18466

NEW YORK, NY

Past

November 28, 1983 - March 17, 1987

ROCHDALE SECURITIES LLC

CRD#: 6863

Past

May 7, 1979 - September 8, 1983

CORBY CAPITAL MARKETS, INC.

CRD#: 7165

Past

December 26, 1972 - February 9, 1979

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

CRD#: 319

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".

SANDRO WEALTH MANAGEMENT LLC

ARCHLIGHT WEALTH MANAGEMENT LLC | SANDRO WEALTH MANAGEMENT LLC

CRD#: 332113 / SEC#: 801-131421

RIA

Registered Investment Advisory firm - (11/14/2024 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.

Highlighted states indicate IAR registrations

IAR

California
(5/27/2025)

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 65

Date: 1/17/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/7/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

Series 72

Date: 1/2/2023

Government Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 12/12/1972

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/22/1991

General Securities Principal Examination

Principal/Supervisory Exam

Series 53

Date: 5/21/1987

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 7/12/1979

Registered Options Principal Examination

Current Firm

SANDRO WEALTH MANAGEMENT LLC

ARCHLIGHT WEALTH MANAGEMENT LLC | SANDRO WEALTH MANAGEMENT LLC

CRD#: 332113 / SEC#: 801-131421

RIA

Registered Investment Advisory firm - (11/14/2024 Approved)

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Contact information

Main Address

155 Passaic Ave Suite 400, Fairfield, NJ 07004

Mailing Address

Phone number

(201) 661-3416

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SANDRO WEALTH MANAGEMENT LLC FORM ADV 2A (5/14/2025)

Regulatory assets under management

Total Number of Accounts	70
AUM (Assets Under Management)	$ 101,714,133

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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Firm Stability Insights

David M. Coiro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Michael Coiro's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

SYMPHONIC FINANCIAL ADVISORS LLC

SYMPHONIC SECURITIES LLC

CITY NATIONAL ROCHDALE

CNR SECURITIES, LLC

ROCHDALE SECURITIES LLC

CORBY CAPITAL MARKETS, INC.

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

Primary Firm SEC Registration

SANDRO WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/17/1992

Series 63

Date: 7/7/1982

Series 7TO

Date: 1/2/2023

Series 72

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 1

Date: 12/12/1972

Series 24

Date: 10/22/1991

Series 53

Date: 5/21/1987

Series 4

Date: 7/12/1979

Current Firm

SANDRO WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SANDRO WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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