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Jeremy Seth Sandler

NEW England Private Wealth Advisors, LLC

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About Jeremy Seth Sandler

Jeremy Seth Sandler is a financial advisor and a Certified Financial Planner. Jeremy is associated with New England Private Wealth Advisors, LLC. Jeremy is registered with the state of Massachusetts and is affiliated with the firm since 2014. Jeremy's experience in the industry dates back to December 2003 when he worked for Fidelity Investments Institutional Services Company, Inc. in Smithfield, Rhode Island. Jeremy has Series 6 and Series 63 licenses.

Firm Information

Jeremy Sandler is currently registered with NEW England Private Wealth Advisors, LLC. NEW England Private Wealth Advisors, LLC is an independent investment advisory firm headquartered in Wellesley, Massachusetts. They offer a wide range of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage assets for a variety of client types including high-net-worth individuals, charitable organizations, corporations, and individuals other than high-net-worth. They currently manage over $2.6 billion in assets for more than 2,700 accounts.
NEW England Private Wealth Advisors, LLC

36 WASHINGTON STREET, SUITE 280

WELLESLEY, MA 02481-1922

$2.68B

Assets Under Management

Not reported

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Jeremy Sandler’s Registration & Firm History

MA

07/01/2014 - Present

NEW England Private Wealth Advisors, LLC (WELLESLEY MA)

RI

12/20/2003 - 11/02/2005

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 01/22/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy Seth Sandler.
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