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Sanford Seide

43 Years of Experience
Amherst, NY
BrokerSells Insurance

Sanford Seide is a registered investment advisor at Mollot & Hardy, INC., based in Amherst, NY, with 43 years of industry experience. Sanford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 78 clients with $73M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
78 clients
Average Client Portfolio
$939K average
Assets Under Management
$73.2M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.65%
$500K - $1.0M1.05%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.85%
$10.0M - $15.0M0.70%
$15.0M - $20.0M0.60%
$20M+0.50%

Fees are negotiable. Some clients are not charged a blended annual fee schedule. In certain situations, Mollot & Hardy is willing to consider assessing only one rate to be charged against all of the client’s assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

646 North French Rd., Suite 9, Amherst, NY, 14228

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Sanford offers investment advisory services through Osaic Wealth, Inc. and insurance products as an independent agent. He also receives rental income from residential properties and teaches at school district programs, dedicating minimal time to each.

Employment History
Current Registrations
Mollot & Hardy, INC.
January 2024 - Present · 2 yrs 4 mos
Osaic Wealth, INC.Broker
November 2023 - Present · 2 yrs 6 mos
Osaic Wealth, INC.
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Mollot & Hardy, INC.
May 2023 - December 2023 · 7 mos
Fsc Securities Corporation
April 2021 - November 2023 · 2 yrs 7 mos
Fsc Securities CorporationBroker
February 2009 - November 2023 · 14 yrs 9 mos
Sg Equities CorporationBroker
November 1986 - April 1989 · 2 yrs 5 mos
Investment Distributors INC.Broker
October 1985 - October 1986 · 1 yr
Advantage Capital CorporationBroker
July 1982 - February 2009 · 26 yrs 7 mos
State Registrations5 states
FLILMDNYUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Sanford Seide - Financial Advisor | TrueAdvisor