Sandra Dalton has been an investment adviser representative at Atlas Private Wealth Advisors since April 2017, and is not listed among the firm’s executive officers or direct owners. Sandra Dalton holds a Bachelor of Science in Accounting from Clemson University and an MBA with a concentration in Finance from Monmouth University.
Atlas Private Wealth Advisors, LLC is a Red Bank, NJ firm with $860M under management, 1,223 clients and 14 advisers across 13 offices, as of its July 2026 filing.
Sandra H. Dalton is the Founder of Champion Financial TEAM. She has more than 20 years of experience in financial services. She began a career in New York as a broker and in 1999 began her financial planning career with American Express Financial Advisors, which subsequently became Ameriprise Financial, until 2017.
Sandra Dalton’s longest registration was 14 years at Ameriprise Financial Services, Inc. (2002–2017). Before joining Atlas Private Wealth Advisors in 2017, Sandra Dalton was registered through Ameriprise Financial Services, Inc.
- LPL Financial LLC– · under a yearFort Lauderdale, FL · Adviser representative · Firm CRD 6413
- – present · 9 yearsDelray Beach, FL · Adviser representative · Firm CRD 283744
- Ameriprise Financial Services, Inc.– · 14 yearsMatawan, NJ · Adviser representative · Firm CRD 6363
Professional designations
Listed by Atlas Private Wealth Advisors
- Certified Divorce Financial Analyst (CDFA™)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Sandra Dalton is registered as an investment adviser representative in Florida, since November 2018.
- FloridaSince 7 November 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 18 February 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 September 1997 |
| Series 7 | General Securities Representative Examination | 11 June 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Sandra Heide Dalton
- CRD
- 2423088
- Firm
- Atlas Private Wealth Advisors · CRD 283744
- Office
- 1615 South Congress Avenue, Suite 103, Delray Beach, FL 33445
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 1997
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- atlasprivatewealthadvisors.com
Where does Sandra Dalton work?
Sandra Dalton is an investment adviser representative registered through Atlas Private Wealth Advisors, LLC since April 2017, and is not listed among the firm’s executive officers or direct owners.
Is Sandra Dalton a financial advisor?
Yes. Sandra Dalton has a current investment-adviser registration in Florida, through Atlas Private Wealth Advisors since April 2017.
How many years of experience does Sandra Dalton have?
Sandra Dalton has 29 years in the financial industry, since October 1997, across 3 adviser firms.
What exams has Sandra Dalton passed?
Sandra Dalton has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in June 1997. FINRA credited Sandra Dalton with the SIE, which began in October 2018.
Where did Sandra Dalton work before Atlas Private Wealth Advisors?
Before Atlas Private Wealth Advisors, Sandra Dalton was registered through Ameriprise Financial Services, Inc., July 2002 to April 2017.
Where is Sandra Dalton based?
Sandra Dalton’s registered office is in Delray Beach, FL.
Is Sandra Dalton registered with FINRA?
Yes. Sandra Dalton has a current broker registration, under CRD 2423088.
Source: FINRA BrokerCheck
How can I verify Sandra Dalton’s record?
Search CRD 2423088 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Sandra Dalton’s full registration record.
