Sabrina Peterson is a CFP-designated registered investment advisor, based in Woodbury, NY, with 21 years of industry experience.
Location
125 Froehlich Farm Blvd., Woodbury, NY, 11797
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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.
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Sabrina is dually registered as an Investment Advisor Representative/Registered Representative. She also spends a significant amount of time on activities related to The Wilson Agency, Wilson Albers, and Alera Group, and dedicates minimal time to managing rental properties, billiard instruction, and serving on the board of Alzheimer's Resource of Alaska.
Employment History
Current Registrations
Vanderbilt Securities, LLC
Vanderbilt Advisory Services
Vanderbilt Securities, LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Alera Investment Advisors, LLC
Triad Advisors LLCBroker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Financial Resources INC
Aurora SecuritiesBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.