CS
Collin E. Sinnott
STRATEGIC ADVOCATES
Sacramento, CA 95816
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CRD#: 7486651
CS
Professional summary
Collin Everette Sinnott is a registered financial advisor currently at STRATEGIC ADVOCATES, LLC located in Sacramento, California.
Collin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Collin has worked at 2 firms and has passed the Series 65 and SIE exams.
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.
1.) Crown Capital Securities, L.P.; Investment Related; Logan, UT; Broker-Dealer; Administrative; Start Date 02/2023; Approx. 120 hours/month devoted to this business with the majority of the hours during securities trading hours 2.) Insomnia Cookies; Not investment Related; Davis, CA; Driver; Reported Date 9.4.23; 0 hours/month devoted to this business during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Collin Everette Sinnott'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®
NoneExperience
Current
September 19, 2022 - Present
STRATEGIC ADVOCATES, LLC
Office #1: 608 29th St., Sacramento, CA 95816RIA
CRD#: 316858
Sacramento, CA
Past
June 21, 2022 - December 31, 2022
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Sacramento, 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".
SA
STRATEGIC ADVOCATES, LLC
MICKELSON CONSULTING | WEALTH ADVOCATES | STRATICO WEALTH LLC | STRATICO WEALTH | STRATICO LLC | STRATICO CAPITAL CORP | STRATEGIC ADVOCATES, LLC | PATRICK JENKINS INC | MICKELSON FINANCIAL SERVICES, LLC
CRD#: 316858 / SEC#: 801-126262
RIA
Registered Investment Advisory firm - (7/29/2022 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(9/19/2022)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
SA
STRATEGIC ADVOCATES, LLC
MICKELSON CONSULTING | WEALTH ADVOCATES | STRATICO WEALTH LLC | STRATICO WEALTH | STRATICO LLC | STRATICO CAPITAL CORP | STRATEGIC ADVOCATES, LLC | PATRICK JENKINS INC | MICKELSON FINANCIAL SERVICES, LLC
CRD#: 316858 / SEC#: 801-126262
RIA
Registered Investment Advisory firm - (7/29/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
255 S Main St Ste 140, Logan, UT 84321
Mailing Address
500 N Street Suite 30, Sacramento, CA 95814
Phone number
(888) 247-7753
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (28 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,622 |
| AUM (Assets Under Management) | $ 433,835,344 |
Red Flags
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Company Information
STRATEGIC ADVOCATES, LLC
CRD#: 316858Sacramento, CA 95816TRUST BUT VERIFY
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