Lina M Sanchez
Investment adviser representative at Aspiriant, LLC
10 yearsExperience
1 stateRegistered in
$18BFirm assets
18 yearsFirm 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
- Seminars and workshops
Experience
10 years in the industry.
- Aspiriant, LLCMar 2024 to now
- Aspiriant, LLCMar 2023 to Feb 2024
- Aspiriant, LLCJan 2022 to Feb 2023
- StatetrustAug 2021 to Dec 2021
- Meg Green & Associates, Inc. d/b/a Mg&a WealthJan 2017 to Jul 2021
- The Casino At Dania BeachJul 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Aspiriant, LLC
$18BAssets managed
2,357Clients
73Advisers
18 yearsIn 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
- 6164169
- Firm CRD
- 146720