Advisor at Strategic Advocates, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Strategic Advocates, LLC
Location
Sacramento, CA 95814
Credentials
Series 65
Industry experience
3 years
Collin Sinnott is a financial advisor at Strategic Advocates, LLC in Sacramento, CA, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Crown Capital Securities, L.P. and Cambridge Investment Research Advisors, Inc. Before entering the financial sector, he worked in the food service industry and was affiliated with the University of California, Davis. Strategic Advocates serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with financial planning, portfolio management, and retirement plan consulting. The firm uses diversified asset-allocation models tailored to each client and offers a broad range of investment strategies, managing over 2,600 clients across six offices with a team of seven advisors.
Based on Strategic Advocates, LLC
Negotiable fixed fee of up to $5,000 for stand-alone financial planning services.
1.00% - 2.00% annually
Up to $350/hour for stand-alone financial planning services.
500 N St. Suite 30
Sacramento, CA 95814
California
Crown Capital Securities, L.P.
2023 - 2024 (1 year)
Strategic Advocates, LLC
2022 - Present (4 years)
Cambridge Investment Research Advisors
2022 - 2022 (1 year)
Cambridge Investment Research, Inc.
2022 - 2022 (1 year)
Insomnia Cookies
2021 - 2022 (1 year)
University of California, Davis
2019 - 2022 (3 years)
University of California, Davis
2018 - 2022 (4 years)
Poke Bar
2016 - 2019 (3 years)
Unemployed
2012 - 2016 (4 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Sacramento, CA
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