COLLABORATIVE WEALTH MANAGEMENT, INC. of LAKE MARY, FL is an SEC-registered investment adviser (CRD 142106). Regulatory assets under management: $653.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Roderick Nelson | CHIEF COMPLIANCE OFFICER | Burnaby, A1 |
| Chad Richmond Justice | CEO | — |
| Sandra Ann Stickney | CHIEF COMPLIANCE OFFICER | — |
| JUSTICE CHAD RICHMOND | CEO; CEO/CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER | — |
| STICKNEY SANDRA ANN | CHIEF COMPLIANCE OFFICER | — |