Sandra Ann Stickney

Employer firm

Collaborative Wealth CRD 142106

$653M regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2004 → Present
  Lpl Financial Llc
  Lake Mary, FL
• 05/2016 → Present
  Collaborative Wealth Management (Dba: Collaborative Wealth)
  Lake Mary, FL

Previous Registrations

• 2003-04-11 → 2003-12-31
  Cuso Financial Services, L.P.
  Orlando, FL

Other Businesses

1. 5/18/2009 - Collaborative Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 2/4/2020 - Collaborative Wealth Management - DBA: (Hybrid) Collaborative WEALTH - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - ADMIN. - Started 08/07/2014 - 160 Hours Per Month/130 Hours During Securities Trading - I provide administrative support to Collaborative Wealth Management, an independent investment advisor firm. I started this business activity in 02/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 01/19/2023 - CSKK, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 12/20/2022 - 80 Hours Per Month/80 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2003-09-02

Designations

• Certified Financial Planner

Other Names

• Sandra Ann Bryant