Steven D. Sandler

ACANSA INVESTMENT MANAGEMENT GROUP

Tysons Corner, VA 22182

Some features on this profile are disabled

CRD#: 7356886

Professional summary

Steven D. Sandler is a registered financial advisor currently at ACANSA INVESTMENT MANAGEMENT GROUP, LLC located in Tysons Corner, Virginia.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Steven has worked at 1 firm and has passed the Series 65 exam.

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.

Crosswind Capital, LLC. Investment related. 411 Theodore Fremd Ave, Suite 206-South, Rye, New York, 10580. Closely-held Investment Asset Owner. Director. Previously served as CEO of this entity from Jan 2002-July 2020. Currently devoting 20 hours / month to Crosswind Capital - none during securities trading hours. Duties: Review of asset allocation strategy.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven D. Sandler'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

September 2, 2021 - Present

ACANSA INVESTMENT MANAGEMENT GROUP, LLC

Office #1: 8609 Westwood Center Drive Suite 110, Tysons Corner, VA 22182

RIA

CRD#: 313457

Tysons Corner, VA

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".

ACANSA INVESTMENT MANAGEMENT GROUP, LLC

CRD#: 313457 / SEC#: 801-121275

RIA

Registered Investment Advisory firm - (5/21/2021 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

New York
(4/6/2022)

IAR

Virginia
(9/2/2021)

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 65

Date: 8/21/2020

Uniform Investment Adviser Law Examination

Current Firm

ACANSA INVESTMENT MANAGEMENT GROUP, LLC

CRD#: 313457 / SEC#: 801-121275

RIA

Registered Investment Advisory firm - (5/21/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

8609 Westwood Center Drive Suite 110, Tysons Corner, VA 22182

Mailing Address

Phone number

+1 (703) 639-1888

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ACANSA PART 2A BROCHURE (7/3/2025)

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 902,731,000

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.

Similar Advisors

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Matthew Halverson

MORGAN STANLEY

IAR

Washington, DC

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Steven D. Sandler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven D. Sandler's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACANSA INVESTMENT MANAGEMENT GROUP, LLC

Primary Firm SEC Registration

ACANSA INVESTMENT MANAGEMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/21/2020

Current Firm

ACANSA INVESTMENT MANAGEMENT GROUP, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACANSA INVESTMENT MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

Similar Advisors