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CS

Cassandra M. Sanchez

FINANCIAL & TAX ARCHITECTS
Plano, TX 75024
Some features on this profile are disabled
CRD#: 6914610
CS

Professional summary

Cassandra Michelle Sanchez, who also goes by Cassandra M Sanchez, Cassandra Sanchez, is a registered financial advisor currently at FINANCIAL & TAX ARCHITECTS, LLC located in Plano, Texas.

Cassandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Cassandra has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cassandra M Sanchez | Cassandra Sanchez

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 Cassandra Michelle Sanchez'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

December 18, 2025 - Present

FINANCIAL & TAX ARCHITECTS, LLC

Office #1: 6860 N Dallas Pkwy Ste 500, Plano, TX 75024
RIA
CRD#: 119169
Plano, TX
Past

November 3, 2022 - December 2, 2025

FISHER INVESTMENTS

RIA
CRD#: 107342
PLANO, TX
Past

May 6, 2021 - July 1, 2022

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
LEWISVILLE, TX
Past

April 27, 2018 - October 5, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
LEWISVILLE, TX

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".
F&
FINANCIAL & TAX ARCHITECTS, LLC
ADVANCED WEALTH MANAGEMENT | THE MASTERS CHOICE, INC. | SCOUT FINANCIAL GROUP | RYU FINANCIAL, INC | RETIREMENT INCOME BLUEPRINTS | PROFESSIONAL GROUP | NEW DAY FINANCIAL | NEST FINANCIAL ADVISORS | NATIONAL RETIREMENT CONSULTING | MIA SULAK | LFG FINANCIAL | KNOXVILLE RETIREMENT PLANNERS | JDR BASTION FINANCIAL GROUP | FTA WEALTH ADVISORS | FINANCIAL & TAX ARCHITECTS, LLC | FINANCIAL & TAX ARCHITECTS, INC. | FINANCIAL & TAX ARCHITECTS | CORE FINANCIAL MANAGEMENT | BROOKS, DAVID SCOTT

CRD#: 119169 / SEC#: 801-114688

RIA
Registered Investment Advisory firm - (2/12/2019 Approved)
Arizona
Registered Investment Advisory firm - (3/6/2019 Terminated)
California
Registered Investment Advisory firm - (3/18/2019 Terminated)
Florida
Registered Investment Advisory firm - (3/6/2019 Terminated)
Georgia
Registered Investment Advisory firm - (12/3/2014 Terminated)
Illinois
Registered Investment Advisory firm - (2/12/2019 Terminated)
Kentucky
Registered Investment Advisory firm - (3/7/2019 Terminated)
Louisiana
Registered Investment Advisory firm - (3/8/2019 Terminated)
Maryland
Registered Investment Advisory firm - (11/17/2017 Terminated)
Massachusetts
Registered Investment Advisory firm - (3/6/2019 Terminated)
Michigan
Registered Investment Advisory firm - (3/7/2019 Terminated)
Missouri
Registered Investment Advisory firm - (3/6/2019 Terminated)
North Carolina
Registered Investment Advisory firm - (3/6/2019 Terminated)
Ohio
Registered Investment Advisory firm - (3/6/2019 Terminated)
Oklahoma
Registered Investment Advisory firm - (3/6/2019 Terminated)
Pennsylvania
Registered Investment Advisory firm - (3/7/2019 Terminated)
Tennessee
Registered Investment Advisory firm - (3/7/2019 Terminated)
Texas
Registered Investment Advisory firm - (3/6/2019 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.

Highlighted states indicate IAR registrations

IAR
Texas
(12/18/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/3/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/11/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 4/27/2018
Investment Company Products/Variable Contracts Representative Examination

Current Firm

F&
FINANCIAL & TAX ARCHITECTS, LLC
ADVANCED WEALTH MANAGEMENT | THE MASTERS CHOICE, INC. | SCOUT FINANCIAL GROUP | RYU FINANCIAL, INC | RETIREMENT INCOME BLUEPRINTS | PROFESSIONAL GROUP | NEW DAY FINANCIAL | NEST FINANCIAL ADVISORS | NATIONAL RETIREMENT CONSULTING | MIA SULAK | LFG FINANCIAL | KNOXVILLE RETIREMENT PLANNERS | JDR BASTION FINANCIAL GROUP | FTA WEALTH ADVISORS | FINANCIAL & TAX ARCHITECTS, LLC | FINANCIAL & TAX ARCHITECTS, INC. | FINANCIAL & TAX ARCHITECTS | CORE FINANCIAL MANAGEMENT | BROOKS, DAVID SCOTT

CRD#: 119169 / SEC#: 801-114688

RIA
Registered Investment Advisory firm - (2/12/2019 Approved)
Arizona
Registered Investment Advisory firm - (3/6/2019 Terminated)
California
Registered Investment Advisory firm - (3/18/2019 Terminated)
Florida
Registered Investment Advisory firm - (3/6/2019 Terminated)
Georgia
Registered Investment Advisory firm - (12/3/2014 Terminated)
Illinois
Registered Investment Advisory firm - (2/12/2019 Terminated)
Kentucky
Registered Investment Advisory firm - (3/7/2019 Terminated)
Louisiana
Registered Investment Advisory firm - (3/8/2019 Terminated)
Maryland
Registered Investment Advisory firm - (11/17/2017 Terminated)
Massachusetts
Registered Investment Advisory firm - (3/6/2019 Terminated)
Michigan
Registered Investment Advisory firm - (3/7/2019 Terminated)
Missouri
Registered Investment Advisory firm - (3/6/2019 Terminated)
North Carolina
Registered Investment Advisory firm - (3/6/2019 Terminated)
Ohio
Registered Investment Advisory firm - (3/6/2019 Terminated)
Oklahoma
Registered Investment Advisory firm - (3/6/2019 Terminated)
Pennsylvania
Registered Investment Advisory firm - (3/7/2019 Terminated)
Tennessee
Registered Investment Advisory firm - (3/7/2019 Terminated)
Texas
Registered Investment Advisory firm - (3/6/2019 Terminated)
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Contact information

Main Address
12412 Powerscourt Drive Suite 25, St. Louis, MO 63131
Mailing Address
Phone number
(314) 858-1122
Established
Firm type
Fiscal year end
# of Employees
71

SEC notice filing (36 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A: FIRM BROCHURE (1/29/2026)

Regulatory assets under management

Total Number of Accounts3,736
AUM (Assets Under Management)$ 506,245,828

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.

Company Information

FINANCIAL & TAX ARCHITECTS, LLC

CRD#: 119169Plano, TX 75024

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