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Chief Compliance Officer and Chief Operating Officer · United Advisors Investment Management, LLC

Jaclyn A. Sandler

CRD 4412309 · Named on Form ADV at one SEC-registered adviser

At a glance

United Advisors Investment Management, LLC, an SEC-registered asset manager based in New York, NY with $0 in regulatory assets, lists Jaclyn A. Sandler on its Form ADV as Chief Compliance Officer and Chief Operating Officer.

Firms and roles

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Jaclyn’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
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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.

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