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Sandra Matthews Haas

Supervision Partners LLC

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About Sandra Matthews Haas

Sandra Haas is a financial professional with over 25 years of experience in the financial services industry. Currently, Sandra is a Registered Representative with Supervision Partners LLC. Previously, Sandra has worked with firms such as Elevation, LLC, Easterly Securities LLC, Perella Weinberg Partners LP, Morgan Stanley & Co. LLC, Deutsche Bank Securities Inc. and BT Alex. Brown Incorporated. Sandra holds several licenses and certifications including Series 3, Series 7, Series 9, Series 10, and SIE. Sandra is registered to provide investment advice in thirteen states.

Firm Information

Sandra Haas is currently registered with Supervision Partners LLC. Supervision Partners LLC is a Limited Liability Company formed on November 25, 2015. They are registered in 34 states and have one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

1

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.

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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Sandra Haas’s Registration & Firm History

NY

07/02/2022 - Present

Supervision Partners LLC (NEW YORK NY)

NC

07/26/2019 - 05/16/2022

ELEVATION, LLC (CHARLOTTE NC)

MA

04/04/2016 - 06/07/2019

EASTERLY SECURITIES LLC (BEVERLY MA)

NY

07/24/2012 - 04/07/2015

PERELLA WEINBERG PARTNERS LP (NEW YORK NY)

NY

06/17/1999 - 05/08/2012

MORGAN STANLEY & CO. LLC (NEW YORK NY)

NY

06/07/1999 - 07/02/1999

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

MD

07/02/1996 - 06/07/1999

BT ALEX. BROWN INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BC

Issued 07/10/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/27/2006

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/18/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2001

Series 3 - National Commodity Futures Examination

BC

Issued 06/19/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sandra Matthews Haas.
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