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SS

Steven D. Sandler

ACANSA INVESTMENT MANAGEMENT GROUP
Tysons Corner, VA 22182
Some features on this profile are disabled
CRD#: 7356886
SS

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.
The advisor shows no other business activity.

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".
AI
ACANSA INVESTMENT MANAGEMENT GROUP, LLC
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/21/2020
Uniform Investment Adviser Law Examination

Current Firm

AI
ACANSA INVESTMENT MANAGEMENT GROUP, LLC
ACANSA INVESTMENT MANAGEMENT GROUP, LLC

CRD#: 313457 / SEC#: 801-121275

RIA
Registered Investment Advisory firm - (5/21/2021 Approved)
PREMIUM
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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
4

SEC notice filing (3 States and Territories)

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

Documents

Latest Form ADV

Part 2 Brochures

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

Regulatory assets under management

Total Number of Accounts2
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.

Company Information

ACANSA INVESTMENT MANAGEMENT GROUP, LLC

CRD#: 313457Tysons Corner, VA 22182

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