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Sandra K Lasser

Openarc Corporate Advisory, LLC

Atlanta, GA

CRD 2054593

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Employer firm

Openarc Corporate Advisory, LLC CRD 336837

$10.1B 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
Openarc Corporate Advisory, Llc

3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-10-07
  • GA RA
    APPROVED
    Since 2025-10-07

Branch Locations

3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 04/2010 09/2025
Bank Of America, N.A. Atlanta GA 09/2021 09/2025
Openarc Corporate Advisory, Llc Atlanta GA 09/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-11-28
S63 Uniform Securities Agent State Law Examination 1990-07-06
  • S65 Uniform Investment Adviser Law Examination
    2011-11-28
  • S63 Uniform Securities Agent State Law Examination
    1990-07-06
Other Names
  • Sandy Kozyreff
  • Sandra G Kozyrefflasser
  • Sandy Lasser
  • Sandra K. Lasser
  • Sandra G Kozyreff

View on SEC IAPD

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