Sandra Stickney has been Chief of Collaborative Wealth Management since July 2020, is a control person of the firm and directly owns under 5% of it.
Collaborative Wealth Management, Inc. is a Lake Mary, FL firm with $653M under management, 937 clients and 9 advisers across 4 offices, as of its March 2026 filing.
Sandra Stickney’s longest registration is the current one, 22 years at LPL Financial LLC since 2004. Before joining Collaborative Wealth Management in 2023, Sandra Stickney was registered through Cuso Financial Services, L.P.
- Collaborative WealthCurrent– present · 3 yearsLake Mary, FL · Adviser representative · Firm CRD 142106
- LPL Financial LLCAlso current– present · 22 yearsSanford, FL · Adviser representative and broker · Firm CRD 6413
- Cuso Financial Services, L.P.– · under a yearOrlando, FL · Adviser representative · Firm CRD 42132
Investment adviser representative registrations
Sandra Stickney is registered as an investment adviser representative in Florida, since January 2023.
- FloridaSince 12 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 7 September 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 2 September 2003 |
| Series 7 | General Securities Representative Examination | 15 April 2002 |
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Sandra Ann Stickney
- CRD
- 4512798
- Firm
- Collaborative Wealth Management · CRD 142106
- Role
- Chief
- Office
- 972 INTERNATIONAL PARKWAY, Lake Mary, FL 32746
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2003
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Sandra Stickney work?
Sandra Stickney has been Chief of Collaborative Wealth Management, Inc. since July 2020, and is a control person of the firm.
Is Sandra Stickney a financial advisor?
Yes. Sandra Stickney has a current investment-adviser registration in Florida, through Collaborative Wealth Management since January 2023.
How many years of experience does Sandra Stickney have?
Sandra Stickney has 23 years in the financial industry, since January 2003, across 3 adviser firms.
What exams has Sandra Stickney passed?
Sandra Stickney has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in April 2002. FINRA credited Sandra Stickney with the SIE, which began in October 2018.
Where did Sandra Stickney work before Collaborative Wealth Management?
Before Collaborative Wealth Management, Sandra Stickney was registered through Cuso Financial Services, L.P., April 2003 to December 2003.
Where is Sandra Stickney based?
Sandra Stickney’s registered office is in Lake Mary, FL.
Is Sandra Stickney registered with FINRA?
Yes. Sandra Stickney has a current broker registration, under CRD 4512798.
Source: FINRA BrokerCheck
How can I verify Sandra Stickney’s record?
Search CRD 4512798 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Sandra Stickney’s full registration record.
