Sanders Smith Limited

Overview

Sanders Smith Limited is structured as a corporation owned by an individual and operates primarily through brokerage and insurance sales channels while offering financial planning. The firm’s activities are centered on acting as a registered representative of a broker-dealer, serving as an insurance broker, and selling other financial products; it lists financial planning services as its advisory offering. Compensation is arranged on a fixed-fee basis. The firm does not identify itself as an active ESG investor, is not designated as a multi-state adviser, and is not described as a capital allocator or pension consultant. Industry affiliations include a broker-dealer, an investment adviser (other), and an insurance company.

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Location & Offices