AP
Andrew Phillip Sontag
CRD 4685106
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Carlsbad Wealth Advisory Group, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Carlsbad Wealth Advisory Group, Inc.
Chief Investment Officer/Chief Compliance Officer · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗