Kambiz Saadat, financial advisor Morristown NJ
93 score

Kambiz Saadat

CRD Number: 1940728
Current Firm: Invest Financial Corporation

Kambiz Saadat (CRD# 1940728) is an Investment Advisor Representative working at Invest Financial Corporation in Morristown, NJ and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corp. Boonton, NJ Sep 2012 - Current 4
Center Financial Group Boonton, NJ Aug 2012 - Current 4
Pnc Investments Pittsburgh, PA Dec 2008 - Aug 2012 3
Raymond James Financial Services Hackettstown, NJ Jun 2008 - Dec 2008 < 1
Fulton Financial Advisors Hackettstown, NJ Sep 2006 - Dec 2008 2
Primevest Hackettstown, NJ Sep 2006 - Jun 2008 1
Bny Investment Center, Inc. New York, NY Jun 1995 - Aug 2006 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
S65 NASAA Investment Advisors Law Examination Jul 2006
Contact Info for Kambiz Saadat
Phone Number: (813) 880-5300
Registered State(s):
  • CA
  • CT
  • FL
  • MA
  • NJ
  • OH
  • PA
  • GA
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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