Donald Sazdanoff (CRD# 1081733) is an Investment Advisor Representative working at Sovereign Asset Management in Lexington, OH and has over 41 years of experience in the finance industry.
CRD# 6706307
Km&m Pinnacle, Ltd.
CRD# 6690245
Cambridge Investment Research Advisors, Inc.
CRD# 6166902
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sovereign Asset Management | Lexington, OH | Apr 1993 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1983 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
- OH
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Total Assets Under Management45MILLIONS
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Total Number of Accounts136ACCOUNTS
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Average Account Value$330,308
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
LA, OH
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