Morgan Stanley
46yrs
Top advisor by experience in Woodland Hills
21yrs
Sandra Courser is a fiduciary financial advisor in Woodland Hills, California, with 21 years in the industry. Sandra joined Merrill in 2005, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 373 advisors with offices in Woodland Hills, and one of 329 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 67% of advisors at Merrill
Office21215 Burbank Blvd, Woodland Hills, CA 91367
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2005 – nowMerrillCurrent firm
Contact Sandra
(800) 637-7455Firm headquarters in New York, NY. Ask for Sandra. 21215 Burbank BlvdWoodland Hills, CA 91367Office · Get directions
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Questions to ask Sandra
Tailored to Sandra’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- 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 Merrill at (800) 637-7455 and ask for Sandra Courser. Sandra works from the Woodland Hills, CA office.
How long has Sandra been a financial advisor?
Sandra has been in the industry since 2005, about 21 years. More experience than 67% of advisors at Merrill.
What licenses does Sandra hold?
Series 66. 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?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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