Kambiz Saadat (CRD# 1940728) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Montville, NJ and has over 34 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Infinex Investments, Inc. | Meriden, CT | Sep 2022 - Current | 1 |
Ion Bank | Montville, NJ | Sep 2022 - Current | 1 |
Citizens Securities, Inc. | Lyndhurst, NJ | Aug 2022 - Sep 2022 | < 1 |
Cetera Investment Advisers LLC | Garfield, NJ | Dec 2017 - Aug 2022 | 4 |
Cetera Investment Services LLC | St. Cloud, MN | Dec 2017 - Aug 2022 | 4 |
Investors Bank | Garfield, NJ | Feb 2017 - Aug 2022 | 5 |
Invest Financial Corp | Tampa, FL | Sep 2012 - Dec 2017 | 5 |
Center Financial Group | Boonton, NJ | Aug 2012 - Feb 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1990 |
S65 | NASAA Investment Advisors Law Examination | Jul 2006 |
- NJ
- TX
-
Total Assets Under Management3,627MILLIONS
-
Total Number of Accounts8,478ACCOUNTS
-
Average Account Value$427,771
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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.