Sandra Myburgh

FERN IMPACT ADVISORS

Duluth, GA 30096

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CRD#: 5133378

Professional summary

Sandra Myburgh, who also goes by Sandra Steenkamp, is a registered financial advisor currently at FERN IMPACT ADVISORS, LLC located in Duluth, Georgia.

Sandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Sandra has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sandra Steenkamp

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) - RIA

Click below to view Sandra Myburgh'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

November 28, 2017 - Present

FERN IMPACT ADVISORS, LLC

Office #1: 3675 Crestwood Parkway Suite 400, Duluth, GA 30096

RIA

CRD#: 164264

Duluth, GA

Past

February 23, 2009 - December 15, 2015

BARCLAYS CAPITAL INC.

CRD#: 19714

NEW YORK, NY

Past

December 19, 2006 - April 23, 2008

ABN AMRO INCORPORATED

CRD#: 15776

NEW YORK, NY

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

Georgia
(11/29/2017)

IAR

New York
(7/9/2021)

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: 11/22/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/2/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/15/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/18/2006

General Securities Representative Examination

Current Firm

FERN IMPACT ADVISORS, LLC

FERN IMPACT ADVISORS, LLC | HUNTER INVESTMENT PARTNERS, LLC | HUNTER INVESTMENT ADVISOR GROUP

CRD#: 164264 / SEC#:

Georgia

Registered Investment Advisory firm - (6/6/2012 Approved)

New Jersey

Registered Investment Advisory firm - (12/3/2018 Terminated)

New York

Registered Investment Advisory firm - (6/28/2017 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

3675 Crestwood Parkway Suite 400, Duluth, GA 30096

Mailing Address

Phone number

+1 (917) 207-8871

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 1,392,239

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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Sandra Myburgh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sandra Myburgh's CRS (Customer Relationship Summary).

Certified licenses

Experience

FERN IMPACT ADVISORS, LLC

BARCLAYS CAPITAL INC.

ABN AMRO INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 11/22/2017

Series 63

Date: 11/2/2007

SIE

Date: 12/15/2015

Series 7

Date: 12/18/2006

Current Firm

FERN IMPACT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FERN IMPACT ADVISORS, LLC

TRUST BUT VERIFY

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