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Sandra Stiger

27 Years of Experience
Palm Beach Gardens, FL
Broker

Sandra Stiger is a registered investment advisor at Rockefeller Capital Management, based in Palm Beach Gardens, FL, with 27 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. Their firm serves 35,950 clients with $70B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
944 advisors
Number of Clients
35,950 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$70.0B

Fee Structure

Rockefeller Financial offers investment advisory services for a fee, either as a flat annual dollar amount or as a percentage of the value of your portfolio. The specific fee will depend on the type of advisory service you receive and will be agreed upon with your advisor. The fees you pay may differ from those paid by other clients, based on factors like the scope and size of your relationship, the complexity of your needs, and your advisor's approach.

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Location

3835 PGA Boulevard, Suite 401, Palm Beach Gardens, FL, 33410

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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 a member of Stiger and Shell Construction since 2021, handling deposits and online banking access. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Rockefeller Financial LLCBroker
October 2023 - Present · 2 yrs 7 mos
Rockefeller Capital Management
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2013 - October 2023 · 10 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2013 - October 2023 · 10 yrs 4 mos
Cetera Investment Advisers LLC
April 2009 - May 2013 · 4 yrs 1 mo
Cetera Financial Specialists LLCBroker
January 2009 - May 2013 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 1998 - January 2009 · 10 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1998 - January 2009 · 10 yrs 2 mos
State Registrations31 states
AZCACOCTDCDEFLGAMAMDMEMIMNMOMSNCNENHNJNVNYOHPASCTNTXVAVTVirgin IslandsWAWI
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 Stiger - Financial Advisor | TrueAdvisor