B Scott Sadler
CRD Number: 5146402Current Firm: Boardwalk Capital Management, Inc.
Compensation Model: Fee Only
Brian Scott Sadler (CRD# 5146402) is the President and Chief Investment Officer of Boardwalk Capital Management, Inc., a Certified BCorporation based in Atlanta, GA. Sadler has nearly 30 years of experience in the investment management industry, including seven years as the lead manager of the Wachovia Emerging Markets Fund. Today, Boardwalk Capital Management is focused on providing competitive and impactful investment management services to high net worth investors across the nation.
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Company Name | Location | Dates | Years |
---|---|---|---|
Boardwalk Capital Management, Inc. | Atlanta, GA | Apr 2009 - Current | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2006 |
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Total Assets Under Management42MILLIONS
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Total Number of Accounts56ACCOUNTS
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Average Account Value$744,643
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
GA
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