Sandra Grinspan
Sandra Grinspan is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Melville, NY, with 34 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1895 Walt Whitman Rd Ste 6, Melville, NY, 11747
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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 fixed insurance products, including life, annuities, and long-term care, with various companies since 2019. She also owns S.J. Grinspan & Co., Inc., an insurance sales business, and works as an advisor for North Ridge Wealth Planning LLC, dedicating about 10-20% of her time to financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
North Ridge Securities CORP.Broker
Hornor, Townsend & Kent, INC.Broker
North Ridge Securities CORP.Broker
The Dreyfus Service CorporationBroker
State Registrations22 states
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