Amanda Sabo, financial advisor Beverly Hills CA
89 score

Amanda Sabo

CRD Number: 5930600
Current Firm: Morgan Stanley

Amanda Sabo (CRD# 5930600) is an Investment Advisor Representative working at Morgan Stanley in Beverly Hills, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Valencia, CA Nov 2011 - Current 5
Estate Management Group Valencia, CA Jun 2011 - Nov 2011 < 1
Hugo Gymfitness Santa Clarita, CA Mar 2011 - Jun 2011 < 1
Hart High School Newhall, CA Aug 2007 - Mar 2011 3
Gymcheer Usa Valencia, CA Jun 2006 - Aug 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Amanda N. Sabo
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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