Sandra Hung Simm Mew-Mcroberts

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/1985 → Present
  Mcroberts & Associates
  Kailua, HI
• 01/1997 → Present
  Osaic Wealth, Inc.
  Kailua, HI
• 01/2023 → Present
  Mcroberts & Associates
  Kailua, HI

Previous Registrations

• 2006-03-01 → 2014-05-02
  Mcroberts, F. William
  Kailua, HI
• 2003-07-09 → 2003-12-31
  Mcroberts, F. William

Other Businesses

1. SANDRA H.S. MEW-MCROBERTS DBA MCROBERTS & ASSOCIATES CONSULTING POSITION: OWNER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: No NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2023 ADDRESS: 407 Uluniu St. #211, Kailua HI 96734, United States DESCRIPTION: TAX PREPARER / CONSULTANT 2. MCROBERTS & ASSOCIATES POSITION: Other - CONSULTANT NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2023 ADDRESS: 407 Uluniu St Ste 211, Kailua HI 96734, United States DESCRIPTION: CONSULTANT

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-11-06

Designations

• Certified Financial Planner

Other Names

• Sandra Hung Simm Mewmcroberts
• Sandy Mcroberts
• Sandra Hung Simm Mcroberts
• Sandra Hung Simm Mewmcroberts
• Sandra Hungsimm Mewmcroberts