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Sandra Anne Jerro

Ingalls & Snyder, LLC

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About Sandra Anne Jerro

Sandra Anne Jerro is a financial advisor with Ingalls & Snyder, LLC. Sandra has been in the industry since 2014 and has experience in various financial areas including securities, operations, and financial planning. Sandra holds Series 63, SIE, and Series 99 licenses and has a strong track record of success in the financial services industry.

Firm Information

Sandra Jerro is currently registered with Ingalls & Snyder, LLC. Ingalls & Snyder, LLC, is a Limited Liability Company that has been approved since January 2, 1996. The firm's main office is located in NEW YORK, NY. The firm offers a range of advisory services, including financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. The firm has approximately $6,897,915,721 in regulatory assets under management, with 4,189 total accounts. The firm serves a variety of clients including high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
Ingalls & Snyder, LLC

1 ROCKEFELLER PLAZA

NEW YORK, NY 10020

$6.90B

Assets Under Management

1

Total Clients

45

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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please see "miscellaneous" on schedule d.

Please see "miscellaneous" on schedule d.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Sandra Jerro’s Registration & Firm History

NY

02/09/2021 - Present

Ingalls & Snyder, LLC (NEW YORK NY)

NY

02/04/2020 - 02/02/2021

NEUBERGER BERMAN BD LLC (NEW YORK NY)

NY

05/28/2014 - 02/04/2020

GAGNON SECURITIES, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/05/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/2014

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sandra Anne Jerro.
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