Sandra Andrade
Sandra Andrade is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Houston, TX, with 22 years of industry experience. Sandra is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2700 Post Oak Blvd Ste 900, Houston, TX, 77056
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2018Other Business Activities
Sandra owns multiple rental properties in Katy and Richmond, Texas, and has a 99% ownership in SDB Capital Investments, LLC, which holds rental property. These activities require minimal time each month.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations19 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.
Exams
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