Charles Alberton has been an investment adviser representative at Sandro Wealth Management since October 2025, and is not listed among the firm’s executive officers or direct owners. Charles Alberton holds an MBA from the University of Notre Dame.
Sandro Wealth Management LLC is a Fairfield, NJ firm with $228M under management, 55 clients and 11 advisers across 6 offices, as of its August 2026 filing.
Chuck Alberton is Sr. Managing Director, West Coast and Head of Portfolio Strategy Management at Sandro Wealth. He has leadership responsibilities for the portfolio strategy management function, covering traditional investments and private markets strategies, and works with the Sandro Investment Committee on strategic and tactical asset allocation. With 30 years of experience, he has held leadership roles including Northwest Divisional Managing Director & Senior Portfolio Manager at City National Rochdale, and earlier worked on the fixed institutional income desk at Lehman Brothers.
Charles Alberton’s longest registration was 22 years at City National Rochdale (2002–2025). Before joining Sandro Wealth Management in 2025, Charles Alberton was registered through City National Rochdale and Rochdale Investment Management.
- Sandro Wealth Management LLCCurrent– present · 1 yearHayden, ID · Adviser representative · Firm CRD 332113
- City National Rochdale– · 22 yearsHayden, ID · Adviser representative · Firm CRD 117198
- Rochdale Investment Management– · 1 yearSan Francisco, CA · Adviser representative · Firm CRD 117198
Professional designations
Listed by Sandro Wealth Management
- Chartered Financial Analyst
- Chartered Alternative Investment Analyst
- Certified Private Wealth Advisor
Investment adviser representative registrations
Charles Alberton is registered as an investment adviser representative in Idaho, since October 2025.
- IdahoSince 1 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 January 2001 |
| Series 7 | General Securities Representative Examination | 7 December 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 February 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Charles Paul Alberton
- CRD
- 2670775
- Firm
- Sandro Wealth Management · CRD 332113
- Office
- Hayden, ID
- Registration
- Investment adviser registration
- In the industry since
- March 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sandrowealth.com
Where does Charles Alberton work?
Charles Alberton is an investment adviser representative registered through Sandro Wealth Management LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Charles Alberton a financial advisor?
Yes. Charles Alberton has a current investment-adviser registration in Idaho, through Sandro Wealth Management since October 2025.
How many years of experience does Charles Alberton have?
Charles Alberton has 27 years in the financial industry, since March 1999, across 2 adviser firms.
What exams has Charles Alberton passed?
Charles Alberton has passed 3 licensing exams: the Series 63, Series 7 and Series 66. The earliest, the Series 63, was passed in February 1996. FINRA credited Charles Alberton with the SIE, which began in October 2018.
Where did Charles Alberton work before Sandro Wealth Management?
Before Sandro Wealth Management, Charles Alberton was registered through City National Rochdale, December 2002 to September 2025; Rochdale Investment Management, February 2001 to May 2002.
Where is Charles Alberton based?
Charles Alberton’s registered office is in Hayden, ID.
Is Charles Alberton registered with FINRA?
No. Charles Alberton has no current broker registration.
Is Charles Alberton a CFA charterholder?
Sandro Wealth Management lists Charles Alberton with the CFA credential (“Chartered Financial Analyst”) on its website. CFA Institute confirms certification status.
How can I verify Charles Alberton’s record?
Search CRD 2670775 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Alberton’s full registration record.
