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Ann Marie Sandquist

Schechter Investment Advisors, LLC

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About Ann Marie Sandquist

Ann Marie Sandquist is a financial advisor in Silverthorne, CO. Ann Marie has been in the industry since April 1998, working at CHARLES SCHWAB & CO., INC. and Lido Advisors, LLC before joining Schechter Investment Advisors, LLC. Ann Marie specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Ann Sandquist is currently registered with Schechter Investment Advisors, LLC. Schechter Investment Advisors, LLC is a Birmingham, MI-based registered investment advisor with over $3.3 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They cater to a variety of client types, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.
Schechter Investment Advisors, LLC

111 E. MERRILL STREET

BIRMINGHAM, MI 48009

$3.35B

Assets Under Management

782

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ann Sandquist’s Registration & Firm History

CO

01/18/2022 - Present

Schechter Investment Advisors, LLC (Silverthorne CO)

CO

09/18/1997 - 02/11/2020

CHARLES SCHWAB & CO., INC. (Frisco CO)

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Licenses & Designations

BOTH

Issued 02/09/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/20/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/12/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/11/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ann Marie Sandquist.
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