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155 Passaic Ave Suite 400, Fairfield, NJ 07004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-10 |
| NJ | RA | APPROVED | 2025-01-10 |
Branch Locations
Rancho Santa Fe, CA • United States
155 Passaic Ave Suite 400, Fairfield, NJ 07004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symphonic Financial Advisors Llc | New York | NY | 09/2005 | 10/2023 |
| Symphonic Securities Llc | New York | NY | 06/2006 | 10/2023 |
| Cnr Securities, Llc | New York | NY | 08/2000 | 10/2023 |
| City National Rochdale | New York | NY | 03/2001 | 10/2023 |
| Sandro Wealth Management Llc | Fairfield | NJ | 11/2024 | Present |
| Unemployed | Califon | NJ | 11/2023 | 11/2024 |
1) Child Center; Not investment-related; Forest Hills, NY 11375; Charitable organization; Board member; Start date: 02/2013; Board member and assist with financials for a community non profit.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-08-01 |
| S65 | Uniform Investment Adviser Law Examination | 1994-03-25 |
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