Kirsten Elizabeth Sandberg

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

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

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-06-30

Branch Locations

Phoenix, MD • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Jpmorgan Chase Bank Na	Washington	DC	11/2016	04/2019
Jpmorgan Securities Llc	Washington	DC	11/2016	04/2019
Bny Mellon	Philadelphia	PA	09/2015	10/2016
Fisher Investments	Camas	WA	10/2019	04/2023
And Wealth Partners	Baltimore	MD	04/2019	09/2019
Mercer Global Advisors Inc.	Phoenix	MD	05/2025	Present
Pnc Bank	Baltimore	MD	04/2023	05/2024
Pnc Bank	Baltimore	MD	05/2024	05/2025

2019-10-28 → 2023-04-13

Fisher Investments

Phoenix, MD

Plano, TX

Vienna, VA
2017-02-16 → 2019-04-24

J.P. Morgan Securities Llc

Washington, DC

Baltimore, MD
2013-11-11 → 2015-09-01

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Baltimore, MD
2008-02-13 → 2013-10-21

M&T Securities, Inc.

Baltimore, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Sparrows Point, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Catonsville, MD

Catonsville, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Elkton, MD

Havre De Grace, MD

Rising Sun, MD

Aberdeen, MD

Bel Air, MD

Bel Air, MD

Bel Air, MD

Bel Air, MD

Baltimore, MD
2004-07-06 → 2006-09-26

M&T Securities, Inc.

Owings Mills, MD

Owings Mills, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Cheektowaga, NY
2003-10-29 → 2004-06-24

Valic Financial Advisors, Inc.

Glen Burnie, MD

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-06-30
S63	Uniform Securities Agent State Law Examination	1997-08-26

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