Sonya Elmontaser Sandage

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 04/2015 → 11/2016
  Pnc Investments
  Palm Beach Gardens, FL
• 04/2015 → 11/2016
  Pnc Bank
  Palm Beach Gardens, FL
• 11/2016 → 08/2017
  Jp Morgan Chase Bank
  Palm Beach Gardens, FL
• 11/2016 → 08/2017
  Jp Morgan Securities Llc
  Palm Beach Gardens, FL
• 09/2017 → Present
  Wells Fargo Bank, Na
  Oak Hill, VA
• 04/2018 → Present
  Wells Fargo Clearing Services, Llc
  Oak Hill, VA

Previous Registrations

• 2016-12-07 → 2017-08-23
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
• 2015-05-26 → 2016-11-16
  Pnc Wealth Management Llc
  Lake Park, FL
  Palm Beach Gardens, FL
  Wellington, FL
• 2014-05-30 → 2015-03-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clearwater, FL
  Tampa, FL
  Clearwater, FL
  Clearwater, FL
  Tampa, FL
• 2013-07-09 → 2013-09-30
  Citigroup Global Markets Inc.
  Washington, DC
  Boca Raton, FL
  Bethesda, MD
• 2006-01-25 → 2013-03-21
  Wells Fargo Clearing Services, Llc
  Columbia, MD
  Washington, DC
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
• 2005-04-06 → 2005-05-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2005-04-04

Other Names

• Sonya Elmontaser Sandage
• Sonya Elmontaser Sandage
• Sonya E Sandage