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Chief Financial Officer · Fonte Financial Advisors

Sandra M. Bozanic

CRD 6900401 · Named on Form ADV at one SEC-registered adviser

At a glance

Fonte Financial Advisors, an SEC-registered wealth manager based in Carlsbad, CA with $158 million in regulatory assets, lists Sandra M. Bozanic on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

AtlasMembers

Sandra’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

  • Justin A. ReckersManaging Member & Chief Compliance Officer, Fonte Financial Advisors

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