Alan Sasserath (CRD# 4697788) is an Investment Advisor Representative working at Madison Global Advisors LLC in Hauppauge, NY and has over 20 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strata Financial | Ronkonkoma, NY | Jan 2024 - Current | < 1 |
| Sasserath & Company | Ronkonkoma, NY | Jul 2021 - Current | 2 |
| Shelter Rock Management, LLC | Jericho, NY | Feb 2014 - Current | 10 |
| Sasserath & Zoraian, LLP | East Northport, NY | Nov 1995 - Jul 2021 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2007 |
- FL
- NJ
- NY
-
Total Assets Under Management55MILLIONS
-
Total Number of Accounts163ACCOUNTS
-
Average Account Value$339,877
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NJ, NY
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