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Controller · Sanderson Wealth Management, LLC

Carl M. Bader

CRD 4522488 · Named on Form ADV at one SEC-registered adviser

At a glance

Sanderson Wealth Management, LLC, an SEC-registered wealth manager based in Buffalo, NY with $1.4 billion in regulatory assets, lists Carl M. Bader on its Form ADV as Controller, a control person.

Firms and roles

AtlasMembers

Carl’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • James L. WarnerMember, Chief Financial Officer and Chief Compliance Officer, Sanderson Wealth Management, LLC
  • Justin R. SandersonChief Executive Officer, Sanderson Wealth Management, LLC
  • John S. GulloChief Operations Officer and Chief Investment Officer, Sanderson Wealth Management, LLC
  • John R. SandersonMember and Chairman, Sanderson Wealth Management, LLC
  • Timothy J DominoDirector of Wealth Management, Sanderson Wealth Management, LLC

1 more person named with Carl on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carl’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.