Robinder Saggu (CRD# 4983962) is an Investment Advisor Representative working at Corient in Newport Beach, CA and has over 17 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Corient Services LLC | Miami, FL | Jul 2023 - Current | < 1 |
| Corient | Newport Beach, CA | Nov 2022 - Current | 1 |
| Cipw Service Company, LLC | Toronto, | Jan 2022 - Jul 2023 | 1 |
| Corient Capital Partners, LLC | Newport Beach, CA | Jun 2016 - Mar 2023 | 6 |
| Goldman, Sachs & Company | Century City, CA | Sep 2010 - Jun 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
- CA
- TX
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Total Assets Under Management118,192MILLIONS
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Total Number of Accounts97,020ACCOUNTS
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Average Account Value$1,218,222
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- 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
- Security ratings or pricing services
- Market timing services
- Educational seminars/workshops
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
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