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Sandra Anne Gontero

Epoch Wealth Management

Chagrin Falls, OH

CRD 6630488

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Employer firm

Epoch Wealth Management CRD 283359

74 advisory clients

Reported services (Item 5G)

  • Financial planning

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

Current Employers
Epoch Wealth Management

Chagrin Falls, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2016-05-02
  • OH RA
    APPROVED
    Since 2016-05-02

Branch Locations

Chagrin Falls, OH • 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
Epoch Wealth Management, L.L.C. Chagrin Falls OH 01/2016 Present
  • 01/2016 → Present
    Epoch Wealth Management, L.L.C.
    Chagrin Falls, OH
Designations
  • Certified Financial Planner
  • Personal Financial Specialist
Other Names
  • Sandra Anne Castrigano
  • Sandra Gontero Hargear

View on SEC IAPD

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