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Collin Sinnott

3 Years of Experience
Sacramento, CA

Collin Sinnott is a registered investment advisor at Strategic Advocates, LLC, based in Sacramento, CA, with 3 years of industry experience. Collin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 141 clients with $34M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
141 clients
Average Client Portfolio
$239K average
Assets Under Management
$33.7M

Fee Structure

Planning is included in investment management (also available separately)

Strategic Advocates (StratiCo) charges an annual fee based on the value of your investments. This fee typically ranges from 1.00% to 2.00% of your portfolio's value. The exact fee is negotiable and will be outlined in your agreement. The fee is billed monthly or quarterly, either in advance or after the period, depending on your agreement.

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Location

500 N St. Suite 30, Sacramento, CA, 95814

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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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Employment History
Current Registrations
Strategic Advocates, LLC
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
June 2022 - December 2022 · 6 mos
State Registrations1 state
CA
Advisor

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.