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Sandra D'angelo

29 Years of Experience
Colorado Springs, CO
Broker

Sandra D'angelo is a registered investment advisor at D.A. Davidson & CO., based in Colorado Springs, CO, with 29 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

121 S Tejon St, Suite 1109, Colorado Springs, CO, 80903

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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 Activities

Sandra is the Secretary/President of Women Partnering, a non-profit organization, and spends minimal time on it. She is also a member of DBAL LLC, managing rental property, and the JOI Club Chair for Junior Optimist International, dedicating minimal time to each.

Employment History
Current Registrations
D.A. Davidson & CO.
April 2018 - Present · 8 yrs 3 mos
D.A. Davidson & CO.Broker
April 2018 - Present · 8 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2007 - April 2018 · 10 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2007 - April 2018 · 10 yrs 8 mos
First Command Financial Planning, INC.
July 2006 - May 2007 · 10 mos
First Command Financial Planning, INC.Broker
June 2006 - May 2007 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2000 - May 2004 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1994 - November 1999 · 5 yrs 7 mos
State Registrations47 states
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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.
Sandra D'angelo - Financial Advisor | TrueAdvisor