Carlos Sava, financial advisor Waukesha WI

Carlos Sava

CRD Number: 4946994
Current Firm: Clarendon Capital Management LLC
Compensation Model: Fee Only

Carlos Sava (CRD# 4946994) is an Investment Advisor Representative working at Clarendon Capital Management LLC and has over 10 years of experience in the finance industry.

CONTACT
Similar Advisors
Robyn Abel, financial advisor Waukesha WI
Robyn T. Abel
CRD# 6857150
Landaas & Company
Similar Advisors
Naomi Ackley, financial advisor Waukesha WI
Naomi K. Ackley
CRD# 6289332
Annex Wealth Management, LLC
Similar Advisors
Chad Afdahl, financial advisor Waukesha WI
Chad L. Afdahl
CRD# 5625693
Robert W. Baird & Company Incorporated
Company Name Location Dates Years
Clarendon Capital Management Llc (163321) Waukesha, WI Mar 2012 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2005
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Carlos P. Sava
Current Firm Details
Clarendon Capital Management LLC
Firm's CRD Number: 163321
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $102,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Ready to hire a financial advisor? Get competitive proposals from Carlos Sava and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.