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Sandra Natalie Salas

Williams Jones Wealth Management, LLC

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About Sandra Natalie Salas

Sandra Natalie Salas is a registered investment advisor representative with Williams Jones Wealth Management, LLC. Sandra has been in the financial services industry since 1997. She holds the Series 7, 63, 86 and 87 licenses. Sandra's previous experience includes working for Merlin Securities, LLC, ECHOTRADE LLC, Schroder Fund Advisors Inc. and Smith Barney Inc. Sandra specializes in credit and cash management solutions, insurance solutions, financial planning, and portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Sandra Salas is currently registered with Williams Jones Wealth Management, LLC. Williams Jones Wealth Management, LLC is a wealth management firm headquartered in New York, NY. They provide a range of services including financial planning, portfolio management for businesses and individuals, and pooled investment vehicles. They also offer other services including credit and cash management solutions, and insurance solutions. The firm manages over $10 billion in assets for a variety of clients including high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals. They are registered with the SEC and have a team of 19 investment adviser representatives.
Williams Jones Wealth Management, LLC

717 FIFTH AVENUE

NEW YORK, NY 10022

$10.57B

Assets Under Management

Not reported

Total Clients

19

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 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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credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

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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Sandra Salas’s Registration & Firm History

NY

05/09/2021 - Present

Williams Jones Wealth Management, LLC (NEW YORK NY)

NY

12/15/2010 - 08/01/2012

MERLIN SECURITIES, LLC (NEW YORK NY)

AZ

05/13/2010 - 10/29/2010

ECHOTRADE LLC (PHOENIX AZ)

NY

05/06/1998 - 06/19/2001

SCHRODER FUND ADVISORS INC. (NEW YORK NY)

NY

11/26/1997 - 03/13/1998

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/19/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/31/2011

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 09/28/2011

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 11/25/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sandra Natalie Salas.
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