Sandra Keir
Sandra Keir is a CFP-designated registered investment advisor at Chelsea Advisory Services, INC, based in Sarasota, FL, with 40 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 552 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chelsea Advisory charges a percentage of your portfolio each year. The exact percentage is negotiated with each client, up to a maximum of 2%. Fees are paid quarterly. Some financial planning is included with investment management services. Chelsea Advisory recommends clients open brokerage accounts with their affiliate, Chelsea Financial, which has negotiated rates with Hilltop Securities. This arrangement means clients don't pay separately for advisory services, trade execution, or custody.
Location
Sarasota, FL
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sandra sells insurance products, including life insurance and fixed annuities, through various companies like Aetna, Cigna, Mass Mutual, Humana, Heartland National Life Insurance Co., American General Life Insurance Co., Protective Life, and Transamerica Life. She also serves as Vice President of Palm Aire Women's Club, dedicating minimal time each week.
Employment History
Current Registrations
Chelsea Advisory Services, INC
Chelsea Financial Services
Chelsea Financial ServicesBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Gwn Securities INC.
Gwn Securities INC.Broker
Raymond James & Associates, INC.
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.Broker
Suncoast Advisory Group
LPL Financial LLCBroker
Gwn Securities INC.
Gwn Securities INC.Broker
Securities Service Network, INC.Broker
Transamerica Capital, INC.Broker
Lincoln Financial Distributors, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Natcity Investments, INC.Broker
Natcity Insurance Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Fbs Investment Services, INC.Broker
Park Investment CorporationBroker
Cfs Brokerage CORP.Broker
Citicorp Select InvestmentsBroker
Glenfed Brokerage ServicesBroker
Mabon, Nugent & CO.Broker
Isfa CorporationBroker
Alan Bush Brokerage COBroker
State Registrations4 states
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.