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Sandor Valner

March Capital Corp.

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About Sandor Valner

Sandor Valner is a financial advisor who has been in the industry since 2016. Sandor currently works at March Capital Corp. and is registered as a Registered Representative in Illinois. Sandor has a wide range of experience, having worked at various firms including RCX Capital Group, LLC, and CS First Boston Corporation. Sandor holds several securities licenses, including Series 66, 79TO, 6TO, 82TO, 99TO, 22TO, 7TO, SIE, and 7. Sandor is also a member of several boards of directors, including FIBRA Hotel and Ingenuous.

Firm Information

Sandor Valner is currently registered with March Capital Corp.. March Capital Corp. is a corporation registered with the SEC and in 25 states. It was formed on September 5, 1990, and provides portfolio management for individuals. The firm has 4 investment adviser representatives and manages approximately $83,479,520 in regulatory assets under management. The firm's primary client base consists of high-net-worth individuals and individuals other than high-net-worth, with assets under management of $79,593,503 and $3,886,017 respectively.

$83.48M

Assets Under Management

Not reported

Total Clients

13

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 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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percentage of assets

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

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Sandor Valner’s Registration & Firm History

CA

02/23/2021 - Present

March Capital Corp. (LOS ANGELES CA)

TX

04/03/2019 - 05/15/2020

RCX CAPITAL GROUP, LLC (THE WOODLANDS TX)

NA

09/17/1992 - 02/07/1995

CS FIRST BOSTON CORPORATION

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Licenses & Designations

BOTH

Issued 05/10/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/16/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/02/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 04/03/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/11/2019

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sandor Valner.
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