Sasan Faiz, financial advisor Calabasas CA

Sasan Faiz

CRD Number: 1964269
Current Firm: Morton Wealth

Sasan Faiz (CRD# 1964269) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 21 years of experience in the finance industry.

Similar Advisors
John Defonso, financial advisor Calabasas CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Similar Advisors
Alexander "Alec" Tuckman, financial advisor Calabasas CA
Alexander "Alec" P. Tuckman
CRD# 6770924
Wealth Management Partners Of Los Angeles
Similar Advisors
Scott Swanson, financial advisor Calabasas CA
Scott M. Swanson
CRD# 6491551
Quantum Financial Advisors, LLC
Company Name Location Dates Years
Morton Capital Management Calabasas, CA Jul 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S65 NASAA Investment Advisors Law Examination Nov 2002
Contact Info for Sasan Faiz
Phone Number: 818-222-4727
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,645
    MILLIONS
  • Total Number of Accounts
    3,523
    ACCOUNTS
  • Average Account Value
    $750,792
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, GA, ID, IL, LA, MN, NC, NV, NY, OH, OR, TX, UT, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.