Alexandra O. Sandberg

OSBORNE PARTNERS

San Francisco, CA 94111

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CRD#: 6362123

Professional summary

Alexandra Ochev Sandberg, CFP®, who also goes by Alexandra Sandberg, is a registered financial advisor currently at OSBORNE PARTNERS located in San Francisco, California.

Alexandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Alexandra has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alexandra Sandberg

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 Alexandra Ochev Sandberg'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

April 23, 2024 - Present

OSBORNE PARTNERS

Office #1: One Embarcadero Center Ste 4100, San Francisco, CA 94111

RIA

CRD#: 108100

San Francisco, CA

Past

July 26, 2022 - February 29, 2024

MOSS ADAMS WEALTH ADVISORS LLC

RIA

CRD#: 108917

San Francisco, CA

Past

July 30, 2018 - March 2, 2022

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

PALO ALTO, CA

Past

July 30, 2018 - March 2, 2022

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

PALO ALTO, CA

Past

September 23, 2016 - July 26, 2018

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SAN FRANCISCO, CA

Past

September 22, 2016 - July 26, 2018

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SAN FRANCISCO, CA

Past

January 28, 2016 - September 16, 2016

MORGAN STANLEY

RIA

CRD#: 149777

SAN FRANCISCO, CA

Past

January 5, 2016 - September 16, 2016

MORGAN STANLEY

CRD#: 149777

SAN FRANCISCO, CA

Past

September 11, 2015 - January 6, 2016

FIRST REPUBLIC SECURITIES COMPANY, LLC

CRD#: 105108

SAN FRANCISCO, CA

Past

August 14, 2014 - August 28, 2015

FORGE SECURITIES LLC

CRD#: 134596

SAN FRANCISCO, 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".

OSBORNE PARTNERS

BERRY HARTELL EVERS & OSBORNE | OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | OSBORNE PARTNERS

CRD#: 108100 / SEC#: 801-56319

RIA

Registered Investment Advisory firm - (2/15/1999 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
(4/23/2024)

IAR

Pennsylvania
(4/23/2024)

IAR

Texas
(4/23/2024)

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: 1/28/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/14/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/6/2014

General Securities Representative Examination

Current Firm

OSBORNE PARTNERS

BERRY HARTELL EVERS & OSBORNE | OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | OSBORNE PARTNERS

CRD#: 108100 / SEC#: 801-56319

RIA

Registered Investment Advisory firm - (2/15/1999 Approved)

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Contact information

Main Address

One Embarcadero Center Ste 4100, San Francisco, CA 94111

Mailing Address

Phone number

(415) 362-5637

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (8/25/2025)

Regulatory assets under management

Total Number of Accounts	2,015
AUM (Assets Under Management)	$ 2,358,840,039

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/23/2025	Cover Page	Report
01/03/2024	Cover Page	Report

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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Alexandra O. Sandberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexandra Ochev Sandberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOSS ADAMS WEALTH ADVISORS LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY

MORGAN STANLEY

FIRST REPUBLIC SECURITIES COMPANY, LLC

FORGE SECURITIES LLC

Primary Firm SEC Registration

OSBORNE PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 1/28/2016

Series 63

Date: 7/14/2014

SIE

Date: 10/1/2018

Series 7

Date: 8/6/2014

Current Firm

OSBORNE PARTNERS

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

OSBORNE PARTNERS

TRUST BUT VERIFY

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