Rob Sandrew

Rob Sandrew Email and Phone Number

National Managing Director, Head of Mariner Independent @ Mariner
San Diego, CA, US
Rob Sandrew's Location
San Diego, California, United States, United States
Rob Sandrew's Contact Details

Rob Sandrew personal email

n/a
About Rob Sandrew

I take pride in my ability to build relationships through transparency, seeking trust and an understanding of the industry – and advisors. Over the course of my career, I’ve had the opportunity to get an inside look into many large advisory firms and their value propositions. Armed with this knowledge, I quickly came to recognize the independence of Integrated Partners, its platform and its culture. This is simply put an “advisor-first” organization. To determine if Integrated is the right partner for an advisor, I consult with them regarding the full scope of their options within the independent side of the industry at large. Advisors that choose to successfully partner with Integrated recognize that we strive to understand them thoroughly – we have walked in their shoes, having been founded by an advisor still active with clients to this day. We offer significant resources with which advisors utilize at their discretion to add value for their clients and themselves as they continue to grow. As a firm, we provide advisors with:● An independent, collaborative and open architecture platform that works for them on their terms ● Resources and a professional team that acts as an extension of their business and their vision● An unparalleled growth partner who truly understands them● Independence– we’ll always have our advisors’ backs On a personal note, I am all about balance: I meditate and workout often and try to eat right. I have a strong focus on family and friends. In my off time, you’ll find me attending my daughters’ soccer games and cross-country meets, mountain biking and spending time with family, friends, and our labradoodle, Tucker. If you are interested in learning more about how we can help your business grow, give me a call or text (completely confidential) at (617)-320-7752 or email me at robert.sandrew@integrated-partners.com.

Rob Sandrew's Current Company Details
Mariner

Mariner

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National Managing Director, Head of Mariner Independent
San Diego, CA, US
Rob Sandrew Work Experience Details
  • Mariner
    National Managing Director, Head Of Mariner Independent
    Mariner
    San Diego, Ca, Us
  • Integrated Partners
    Chief Growth Officer
    Integrated Partners Sep 2016 - Present
    Boston , Ma, Us
    Since 1996, Integrated Partners has been helping financial advisors to pursue their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With over one hundred and fifty advisors and over fifty regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity and values, we believe in the power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, family office platform, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel. We believe in advisors. Let us prove it to you. *******Robert Sandrew is a registered representative with, and securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states please visit www.IFPadvisor.com.I do not give or receive recommendations in order to keep all client information strictly confidential. Thank you for understanding my ethical standards and my commitment to client's privacy.Direct: 617-320-7752
  • Alzheimer'S San Diego
    Board Member/ Finance Committee
    Alzheimer'S San Diego Jan 2023 - Present
    San Diego, California, Us
  • Lpl Financial
    Senior Vice President
    Lpl Financial Sep 2012 - Apr 2016
    San Diego, Ca, Us
    As a member of the management team for our Business Development Division responsibilities include managing and leading the "Home Office Visit Experience" in our headquarters in San Diego for prospective advisors. Typically LPL hosts approx. 350 advisors per year. Manage and mentor a team of 10 Internal Recruiters that support our external recruiters West of the Mississippi.
  • Smartleaf, Inc.
    Director Of Business Development
    Smartleaf, Inc. Nov 2010 - Sep 2012
    Boston, Ma, Us
    Smartleaf is a provider of advanced overlay management solutions enabling multiple investment vehicles (including individual securities, mutual funds, and ETFs) to be managed in one account while incorporating individual client preferences for taxes, risk tolerance, and liquidity. Currently, over $35 billion in assets are managed through the Smartleaf solution. Smartleaf serves over 50 clients in the bank trust, registered investment advisor and broker dealer marketplace.
  • Merrill Lynch/Broadcort
    Regional Sales Director
    Merrill Lynch/Broadcort Sep 2008 - Jan 2010
    New York, Ny, Us
    Providing custody and clearing services for RIA/Family Office and Broker-Dealer marketplace.
  • Bear Stearns
    Managing Director
    Bear Stearns Jun 2002 - Aug 2008
  • Boston Institutional Services
    Senior Vice President
    Boston Institutional Services Jan 1998 - Jun 2002
    Providing research and trading services to the larger buyside institutions across the country

Rob Sandrew Skills

Mutual Funds Wealth Management Securities Financial Services Investment Advisory Business Development Alternative Investments Investments Asset Allocation Leadership Relationship Management Sales Management Investment Management Equities Wealth Management Services Registered Investment Advisor Unified Managed Accounts Bank Trust Technology Asset Management Portfolio Management Retirement Planning Financial Planning Investment Strategies Series 65 Series 7 Series 63

Rob Sandrew Education Details

  • Boston University
    Boston University
    History

Frequently Asked Questions about Rob Sandrew

What company does Rob Sandrew work for?

Rob Sandrew works for Mariner

What is Rob Sandrew's role at the current company?

Rob Sandrew's current role is National Managing Director, Head of Mariner Independent.

What is Rob Sandrew's email address?

Rob Sandrew's email address is rs****@****eaf.com

What schools did Rob Sandrew attend?

Rob Sandrew attended Boston University.

What skills is Rob Sandrew known for?

Rob Sandrew has skills like Mutual Funds, Wealth Management, Securities, Financial Services, Investment Advisory, Business Development, Alternative Investments, Investments, Asset Allocation, Leadership, Relationship Management, Sales Management.

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