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Caleb Jennings

Sanderson Wealth Management, LLC

Buffalo, NY

CRD 3211774

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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 2021-08-25
  • NY RA
    APPROVED
    Since 2021-08-25

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 06/2005 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-13
  • S65 Uniform Investment Adviser Law Examination
    1999-04-13
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

JAMES CLARK MADAN
SEAN ANTHONY SIRACUSA
Joshua Charles Rohrer

Nearby Offices

LPL FINANCIAL LLC · BUFFALO, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Buffalo, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Buffalo, NY

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