Sandy Magid
Sandy Magid is a registered investment advisor at Cetera Investment Advisers LLC, based in Novato, CA, with 27 years of industry experience. Sandy 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
10 Commercial Blvd, Suite 200, Novato, CA, 94949
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2017Other Business ActivitiesSells Insurance
Sandy is involved in several business activities, including being a minority investor in Cook Partners I, LLC, owner of GAM Enterprises (income tax services), and President/CPA of Magid Accountancy Corporation, APC (full-time). Sandy also provides investment advisory services, annuities, and insurance through 1st Global, dedicating about half their time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations3 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.