Garrett D'Alessandro is Chief Executive Officer, Chief Investment Officer & Chief Financial Officer and Chief Executive Officer, Chief of Sandro Wealth Management, is a control person of the firm and directly owns under 5% of it.
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.
Garrett D'Alessandro is CEO and Co-CIO of Sandro Wealth. D'Alessandro has built and led investment management businesses over four decades and was instrumental in launching the original firm, Rochdale Investment Management, in 1986. In 2012 he oversaw the firm's acquisition by a bank and was appointed CEO of the investment division. As Co-CIO, he works on strategic asset allocation decisions on the Investment Committee.
Garrett D'Alessandro’s longest registration was 22 years at City National Rochdale (2001–2023). Before joining Sandro Wealth Management in 2024, Garrett D'Alessandro was registered through Symphonic Financial Advisors LLC and City National Rochdale.
- Symphonic Financial Advisors LLC– · 18 yearsNew York, NY · Adviser representative · Firm CRD 135603
- City National Rochdale– · 22 yearsNew York, NY · Adviser representative · Firm CRD 117198
Professional designations
Listed by Sandro Wealth Management
- CPWA
- CFA
- CAIA
- AIF
Investment adviser representative registrations
Garrett D'Alessandro is registered as an investment adviser representative in 2 states. Each was approved in December 2024.
- CaliforniaSince 13 December 2024
- New JerseySince 13 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 57TO | Securities Trader Exam | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 30 November 2004 |
| Series 55 | Limited Representative-Equity Trader Exam | 26 March 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 August 2001 |
| Series 7 | General Securities Representative Examination | 23 February 1999 |
| Series 24 | General Securities Principal Examination | 25 October 1996 |
| Series 65 | Uniform Investment Adviser Law Examination | 25 March 1994 |
- Name
- Securities Trader Exam
- Name
- Securities Industry Essentials Examination
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- Limited Representative-Equity Trader Exam
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Garrett Richard D'Alessandro
- CRD
- 1910929
- Firm
- Sandro Wealth Management · CRD 332113
- Role
- Chief Executive Officer, Chief Investment Officer & Chief Financial Officer; Chief Executive Officer, Chief
- Registration
- Investment adviser registration
- In the industry since
- November 1991
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sandrowealth.com
Where does Garrett D'Alessandro work?
Garrett D'Alessandro is Chief Executive Officer, Chief Investment Officer & Chief Financial Officer; Chief Executive Officer, Chief of Sandro Wealth Management LLC, and is a control person of the firm.
Is Garrett D'Alessandro a financial advisor?
Yes. Garrett D'Alessandro has a current investment-adviser registration in California and New Jersey, through Sandro Wealth Management since December 2024.
How many years of experience does Garrett D'Alessandro have?
Garrett D'Alessandro has 34 years in the financial industry, since November 1991, across 3 adviser firms.
What exams has Garrett D'Alessandro passed?
Garrett D'Alessandro has passed 7 licensing exams: the Series 65, Series 24, Series 7, Series 63, Series 55, Series 87 and Series 57TO. The earliest, the Series 65, was passed in March 1994. FINRA credited Garrett D'Alessandro with the SIE, which began in October 2018.
Where did Garrett D'Alessandro work before Sandro Wealth Management?
Before Sandro Wealth Management, Garrett D'Alessandro was registered through Symphonic Financial Advisors LLC, September 2005 to October 2023; City National Rochdale, March 2001 to October 2023.
Is Garrett D'Alessandro registered with FINRA?
No. Garrett D'Alessandro has no current broker registration.
Is Garrett D'Alessandro a CFA charterholder?
Sandro Wealth Management lists Garrett D'Alessandro with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Garrett D'Alessandro’s record?
Search CRD 1910929 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Garrett D'Alessandro’s full registration record.
