Cassandra Sanchez has been an investment adviser representative at Financial & Tax Architects since December 2025, and is not listed among the firm’s executive officers or direct owners.
Financial & Tax Architects, LLC is a St. Louis, MO firm with $506M under management, 1,574 clients and 40 advisers across 22 offices, as of its June 2026 filing.
Cassandra Sanchez’s longest registration was 3 years at Fisher Investments (2022–2025). Before joining Financial & Tax Architects in 2025, Cassandra Sanchez was registered through Fisher Investments.
- – present · under a yearPlano, TX · Adviser representative · Firm CRD 119169
- Fisher Investments– · 3 yearsPlano, TX · Adviser representative · Firm CRD 107342
Investment adviser representative registrations
Cassandra Sanchez is registered as an investment adviser representative in Texas, since December 2025.
- TexasSince 18 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 November 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 11 May 2018 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 April 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Cassandra Michelle Sanchez
- CRD
- 6914610
- Firm
- Financial & Tax Architects · CRD 119169
- Office
- 6860 N Dallas Pkwy, Suite 200, Plano, TX 75024
- Registration
- Investment adviser registration
- In the industry since
- April 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Cassandra Sanchez work?
Cassandra Sanchez is an investment adviser representative registered through Financial & Tax Architects, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Cassandra Sanchez a financial advisor?
Yes. Cassandra Sanchez has a current investment-adviser registration in Texas, through Financial & Tax Architects since December 2025.
How many years of experience does Cassandra Sanchez have?
Cassandra Sanchez has 7 years in the financial industry, since April 2019, across 2 adviser firms.
What exams has Cassandra Sanchez passed?
Cassandra Sanchez has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in April 2018. FINRA credited Cassandra Sanchez with the SIE, which began in October 2018.
Where did Cassandra Sanchez work before Financial & Tax Architects?
Before Financial & Tax Architects, Cassandra Sanchez was registered through Fisher Investments, November 2022 to December 2025.
Where is Cassandra Sanchez based?
Cassandra Sanchez’s registered office is in Plano, TX.
Is Cassandra Sanchez registered with FINRA?
No. Cassandra Sanchez has no current broker registration.
How can I verify Cassandra Sanchez’s record?
Search CRD 6914610 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cassandra Sanchez’s full registration record.
David BrooksChief Executive Officer
Gordon HaavePresident and Chief Investment Officer- Paul FelschChief Compliance Officer & Legal Counsel