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Phillip Mark Frattali

Sanderson Wealth Management, LLC

Buffalo, NY

CRD 6121930

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Employer firm

Sanderson Wealth Management, LLC CRD 118910

$1.43B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Sanderson Wealth Management, Llc

50 Fountain Plaza Suite 750, Buffalo, NY 14202 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-22
  • NY RA
    APPROVED
    Since 2021-09-22

Branch Locations

50 Fountain Plaza Suite 750, Buffalo, NY 14202 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sanderson Wealth Management, Llc Buffalo NY 07/2014 Present
Designations
  • Chartered Financial Analyst
Other Names
  • Phillip Mark Frattali

View on SEC IAPD

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