Sandra Keir has been an investment adviser representative at Chelsea Advisory Services since July 2021, and is not listed among the firm’s executive officers or direct owners.
Chelsea Advisory Services, Inc is a Staten Island, NY firm with $147M under management, 552 clients and 25 advisers across 22 offices, as of its August 2026 filing.
Sandy Keir is Financial Planner and Financial Advisor of Chelsea Financial Services. She has over 25 years of experience in the financial services industry, including at Merrill Lynch, Lincoln National Life and Prudential Financial. She works with women navigating divorce, widowhood, career transitions or retirement, and with women business owners and professionals who are starting to think about retirement.
Sandra Keir’s longest registration is the current one, 5 years at Chelsea Advisory Services since 2021. Before joining Chelsea Advisory Services in 2021, Sandra Keir was registered through Prudential Financial Planning Services and GWN Securities Inc.
- – present · 5 yearsSarasota, FL · Adviser representative · Firm CRD 150791
- Prudential Financial Planning Services– · 2 yearsSarasota, FL · Adviser representative · Firm CRD 5685
- GWN Securities Inc.– · 1 yearSarasota, FL · Adviser representative · Firm CRD 128929
- Raymond James & Associates, Inc.– · under a yearSt. Petersburg, FL · Adviser representative · Firm CRD 705
- Suncoast Advisory Group– · under a yearSarasota, FL · Adviser representative · Firm CRD 153239
- GWN Securities Inc.– · 4 yearsSewickley, PA · Adviser representative · Firm CRD 128929
Professional designations
Listed by Chelsea Advisory Services
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Planning Counselor (CRPC)
Investment adviser representative registrations
Sandra Keir is registered as an investment adviser representative in Florida, since July 2021.
- FloridaSince 15 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 2 February 2001 |
| Series 24 | General Securities Principal Examination | 6 June 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 November 1990 |
| Series 7 | General Securities Representative Examination | 19 February 1983 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Sandra OHehir Keir
- CRD
- 1084019
- Firm
- Chelsea Advisory Services · CRD 150791
- Office
- Sarasota, FL
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 1986
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- chfs.com
Where does Sandra Keir work?
Sandra Keir is an investment adviser representative registered through Chelsea Advisory Services, Inc since July 2021, and is not listed among the firm’s executive officers or direct owners.
Is Sandra Keir a financial advisor?
Yes. Sandra Keir has a current investment-adviser registration in Florida, through Chelsea Advisory Services since July 2021.
How many years of experience does Sandra Keir have?
Sandra Keir has 40 years in the financial industry, since February 1986, across 5 adviser firms.
What exams has Sandra Keir passed?
Sandra Keir has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in February 1983. FINRA credited Sandra Keir with the SIE, which began in October 2018.
Where did Sandra Keir work before Chelsea Advisory Services?
Before Chelsea Advisory Services, Sandra Keir was registered through Prudential Financial Planning Services, June 2017 to January 2020; GWN Securities Inc., July 2015 to May 2017; Raymond James & Associates, Inc., May 2015 to July 2015; Suncoast Advisory Group, August 2014 to March 2015; GWN Securities Inc., July 2010 to August 2014.
Where is Sandra Keir based?
Sandra Keir’s registered office is in Sarasota, FL.
Is Sandra Keir registered with FINRA?
Yes. Sandra Keir has a current broker registration, under CRD 1084019.
Source: FINRA BrokerCheck
Is Sandra Keir a CFP?
Chelsea Advisory Services lists Sandra Keir with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Sandy Keir biography, chfs.com
How can I verify Sandra Keir’s record?
Search CRD 1084019 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Sandra Keir’s full registration record.