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Sandra Hunt Ercolani

Chancellor Financial Group WB LP

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About Sandra Hunt Ercolani

Sandra Ercolani is an Investment Advisor Representative with Chancellor Financial Group WB LP and has over 30 years of experience in the financial services industry. Sandra has a wide range of experience working with both individual and institutional clients. Sandra is licensed to offer financial services in Pennsylvania.

Firm Information

Sandra Ercolani is currently registered with Chancellor Financial Group WB LP. Chancellor Financial Group WB LP is an investment advisor headquartered in Wilkes-Barre, PA. The firm provides financial planning and portfolio management services to individuals and charitable organizations. They manage approximately $182,050,604 in assets for 811 clients.
Chancellor Financial Group WB LP

60 PUBLIC SQUARE

WILKES-BARRE, PA 18701

$182.05M

Assets Under Management

Not reported

Total Clients

8

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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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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Sandra Ercolani’s Registration & Firm History

PA

06/06/2013 - Present

Chancellor Financial Group WB LP (WILKES-BARRE PA)

PA

07/11/2014 - 02/16/2016

NEWBRIDGE SECURITIES CORPORATION (WILKES-BARRE PA)

PA

03/06/2014 - 07/14/2014

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (WILKES-BARRE PA)

PA

09/29/1995 - 01/25/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILKES BARRE PA)

FL

06/02/1992 - 09/12/1995

CHEEVERS, HAND & ANGELINE, INC. (WEST PALM BEACH FL)

OH

05/12/1988 - 08/15/1990

FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)

NA

03/14/1986 - 09/29/1986

DBS DISCOUNT BROKERAGE SERVICES, INC.

NA

10/01/1981 - 11/22/1983

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

BOTH

Issued 07/02/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/18/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sandra Hunt Ercolani.
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