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Sandra Lynn Bolton

Investment adviser representative at Indivisible Partners
11 yearsExperience
2 statesRegistered in
$2.1BFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Indivisible Partners LLCMay 2025 to now
  2. Sanwealth Partners, LLCFeb 2025 to now
  3. UnemployedOct 2024 to Jan 2025
  4. Ameriprise Financial Services, LLCJul 2022 to Sep 2024
  5. Fs Investment Solutions, LLCNov 2021 to May 2022
  6. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2015 to Aug 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 66 · Uniform Combined State Law2007
  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 2 states (FL, NJ).

Indivisible Partners

Legal name: Indivisible Partners, LLC

$2.1BAssets managed
676Clients
23Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2199118
Firm CRD
332431
Advisor's SEC record (opens in a new tab)
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