Sandra Kosiba
Sandra Kosiba is a registered investment advisor at Capital Wealth Investments, based in Scranton, PA, with 23 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 469 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Wealth Investments charges a percentage of your portfolio each year for investment management services, payable quarterly. The exact fee is negotiable. Sub-advisors may also charge separate fees, which are debited directly from your account. This fee does not include brokerage commissions or other transaction fees.
Location
132 Adams Avenue, Scranton, PA, 18503
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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 is an independent insurance agent selling life, accident, and health insurance products, dedicating a few hours per week. She also owns residential rental property and is affiliated with Advocate Health Advisors, spending minimal time on each. Sandra is also Sr VP at The Zullo Investment Group DBA Capital Wealth Investments, spending about a quarter of her time.
Employment History
Current Registrations
Capital Wealth Investments
Mutual Securities, INC.Broker
Previous Registrations
Bernardo Wealth Planning, LLC
Platinum Wealth Partners
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
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.