Harold SasnowitzCRD Number: 5313969
Current Firm: Berk Cleveland Rathmell Wealth Strategies, LLC
Harold Sasnowitz (CRD# 5313969) is an Investment Advisor Representative working at Berk Cleveland Rathmell Wealth Strategies, LLC in Binghamton, NY and has over 9 years of experience in the finance industry. Harold Sasnowitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ambassador Advisors, LLC
Columbia Ridge Capital Management
J. W. Cole Advisors, Inc.
|Berk Cleveland Rathmell Wealth Strategies, LLC||Birmingham, AL||Jun 2007 - Current||9|
|Unemployed||Binghamton, NY||Dec 2006 - Jun 2007||< 1|
|Lockheed Martin||Owego, NY||Apr 1993 - Dec 2006||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2007|
Total Assets Under Management193MILLIONS
Total Number of Accounts741ACCOUNTS
Average Account Value$260,535
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, FL, GA, MA, NY, TX
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