SW
SW

Sandler Edward Weinberg

4 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
20 advisors
Number of Clients
10,402 clients
Average Client Portfolio
$660K average
Assets Under Management
$6.9B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

1145 Hembree Rd., Roswell, GA, 30076

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sandler is the CFO for Lucky Number Eight Productions, Inc., a movie production firm, and spends about 10-20% of his time on accounting, contracts, logistics, operations and overseeing productions. Sandler is also the CFO for the Cafe Texan History Museum and Library, spending about 10-20% of his time on bookkeeping and financial analysis.

Employment History
Current Registrations
Northern Lights Distributors, LLC
March 2024 - Present · 1 yr 11 mos
Northern Lights Distributors, LLCBroker
March 2024 - Present · 1 yr 11 mos
Howard Capital Management, INC.
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2019 - June 2020 · 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.