Dan Sanderlin, Designated Principal at SA Stone Wealth Management Inc.

Dan Sanderlin

Designated Principal at SA Stone Wealth Management Inc. | Birmingham, Alabama, United States

Profile last verified August 2026
Financial Services Verified Profile Birmingham, Alabama, United States University of Phoenix
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Dan Sanderlin Socials
Dan Sanderlin Work Experience

Designated Principal at SA Stone Wealth Management Inc. in August 2019 - Present

Senior RIA Compliance Officer at ProEquities, Inc. in October 2017 - August 2019

Agency Supervisory Officer at Wealth Solutions Group, LLC, a member of the MassMutual Financial Group in June 2016 - September 2017

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Manager of Firm Compliance at MetLife Premier Client Group of the South in September 2015 - June 2016

Assistant Operations Manager at MetLife Premier Client Group of the South in August 2014 - September 2015

Associate Director of Private Client Group at Sterne Agee in October 2004 - November 2013

Regional Principal at AmSouth Investment Services (AmSouth Bank) in March 2002 - October 2004

Commissions Supervisor at AmSouth Investment Services (AmSouth Bank) in March 2000 - March 2002

Dan Sanderlin Education

University of Phoenix, MBA

Dan Sanderlin Skills
Securities Investments Asset Management Portfolio Management Management Equities Cash Management Finance Mutual Funds Asset Allocation Budgets Insurance Marketing Communications Collaborative Problem Solving Collaborative Leadership Business Correspondence Written Correspondence Budgeting PriceMetrix Black Diamond Envestnet Financial Services Variable Annuities Fixed Annuities Regulatory Compliance Regulatory Submissions Microsoft Excel Suitability
About Dan Sanderlin’s Current Company
SA Stone Wealth Management Inc.

As a leading independent broker/dealer, SA Stone Wealth Management Inc. (“SA Stone”), formerly Sterne Agee Financial Services, Inc., together with its affiliated SEC registered investment advisor, SA Stone Investment Advisors Inc., provides an integrated platform of technology, comprehensive wealth management and investment services to registered representatives, investment advisor representatives and registered investment advisors nationwide. Our firm supports independent professionals with best-in-class service and products. SA Stone is a wholly owned subsidiary of StoneX Financial Inc. (NASDAQ: SNEX), which through its subsidiaries, is a leading provider of execution, risk management, market intelligence, and post-trade services across asset classes and markets around the world. More information about StoneX Inx. is available at www.stonex.com. Member FINRA and SIPC.

Discover more about SA Stone Wealth Management Inc.
Dan Sanderlin’s Colleagues
Brad Lay

Brad Lay

Thompsons Station, Tennessee, United States

Financial Advisor at StoneX Advisors Inc.

Financial Advisor at StoneX Advisors Inc.
(January 2023 – Present)

Bryan Hackett

Bryan Hackett

Birmingham, Alabama, United States

Regional Manager at SA Stone Wealth Management

Client Services Manager at ProEquities
(April 2016 – Present)

David Lee

David Lee

Atlanta Metropolitan Area

Director of Equity Services at SA Stone Wealth Management Inc.

Director of Equity Services at SA Stone Wealth Management Inc.
(January 2005 – Present)

Albert Velez

Albert Velez

New York City Metropolitan Area

Financial Advisor at SA Stone Wealth Management Inc.

Financial Advisor at SA Stone Wealth Management Inc.
(December 2019 – Present)

Chris Licata

Chris Licata

Seminole, Florida, United States

Independent Investment Advisor at SA Stone Wealth Management Inc.

Independent Investment Advisor at SA Stone Wealth Management Inc.
(September 2019 – Present)

Chris Floyd

Chris Floyd

Greater Birmingham, Alabama Area

Advisor Support Associate at SA Stone Wealth Management Inc.

Advisor Support Associate at SA Stone Wealth Management Inc.
(October 2021 – Present)

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Frequently asked questions about Dan Sanderlin

What is Dan Sanderlin email address?

Email Dan Sanderlin at [email protected] and [email protected]. This email is the most updated Dan Sanderlin's email found in 2026.

How to contact Dan Sanderlin?

To contact Dan Sanderlin send an email to [email protected] or [email protected].

What company does Dan Sanderlin work for?

Dan Sanderlin works for SA Stone Wealth Management Inc..

What is Dan Sanderlin's role at SA Stone Wealth Management Inc.?

Dan Sanderlin is Designated Principal

What industry does Dan Sanderlin work in?

Dan Sanderlin works in the Financial Services industry.

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