David Coiro is a registered investment advisor at Sandro Wealth Management LLC, based in Los Angeles, CA, with 53 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 55 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees will not exceed 1.0% annually and are variable based on assets under management and services provided. Fees are negotiable.
Fee Estimator
Location
Los Angeles, CA
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Sandro Wealth Management LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Symphonic Securities LLCBroker
Symphonic Financial Advisors LLC
City National Rochdale
Rim Securities LLCBroker
Rochdale Securities CorporationBroker
R. W. Corby & CO., INC.Broker
Folger Nolan Fleming Douglas IncorporatedBroker
State Registrations1 state
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
More Advisors
- Jan Vega, CFPAspiriant, LLC
- Stacey Panenhanouvong, CFPHcr Wealth Advisors
- Andrew Bates, CFACapital Client Group, INC.
- Michael Yoon, CFPMML Investors Services, LLC
- Carol Cory, CFPPlanmember Securities Corporation
- Michael Laubenstein, CFPCapital Group Private Client Services, INC.