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Advisors / New York / Newburgh
33yrs

Sandra Handler

Financial advisor at Park Avenue Securities

Sandra Handler has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Newburgh, New York. Sandra joined Park Avenue Securities in 2009, a firm offering financial planning, investment management, and selecting outside investment managers. Sandra holds the ChFC designation.

One of 50 advisors with offices in Newburgh, and one of 43 fiduciaries.

Newburgh, NYChFCTop 10% by experience in NewburghFiduciary advisor

At a glance

Experience33 years (since 1994)
How that compares ?Top 10% by experience in Newburgh
OfficeNewburgh, NY
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$230,599
Advisors at the firm1,909
States licensed ?1 state

Services through Park Avenue Securities

Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2009 – now

Contact Sandra

(888) 600-4667Firm headquarters in New York, NY. Ask for Sandra. Newburgh, NYOffice · Get directions

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Questions to ask Sandra

Tailored to Sandra’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Sandra

How do I contact Sandra?

Call Park Avenue Securities at (888) 600-4667 and ask for Sandra Handler. Sandra works from the Newburgh, NY office.

How long has Sandra been a financial advisor?

Sandra has been in the industry since 1994, about 33 years. Top 10% by experience in Newburgh.

What licenses does Sandra hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Sandra a fiduciary?

Sandra is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Sandra paid?

Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Sandra for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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