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Paul Drohan Stancs

Sandhill Investment Management

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About Paul Drohan Stancs

Paul Stancs is an investment advisor representative at Sandhill Investment Management, a firm that provides portfolio management services to individuals, businesses, and pooled investment vehicles. Paul Stancs holds a Series 7, Series 63, and Series 65 licenses. Paul has worked in the financial services industry since 2011, beginning their career with Oppenheimer & Co. Inc.. Paul's experience includes working with high-net-worth individuals, corporations, and charitable organizations. Paul specializes in providing investment advice and portfolio management services to clients seeking to grow and preserve their wealth.

Firm Information

Paul Stancs is currently registered with Sandhill Investment Management. Sandhill Investment Management is an investment advisory firm based in Buffalo, NY. They provide portfolio management services for individuals, businesses, and pooled investment vehicles. They manage over $2.12 billion in regulatory assets under management for over 3,261 clients.
Sandhill Investment Management

40 FOUNTAIN PLAZA

BUFFALO, NY 14202

$2.13B

Assets Under Management

3

Total Clients

17

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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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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other

Client optional additional bonus

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Paul Stancs’s Registration & Firm History

CT

08/02/2021 - Present

Sandhill Investment Management (Litchfield CT)

CT

03/11/2011 - 09/15/2011

OPPENHEIMER & CO. INC. (STAMFORD CT)

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Licenses & Designations

IA

Issued 12/04/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/29/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/10/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Drohan Stancs.
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