Donna Sabatino, financial advisor Roseland NJ
90 score

Donna Sabatino

CRD Number: 4551525
Current Firm: Wealth Health, LLC

Donna Sabatino (CRD# 4551525) is an Investment Advisor Representative working at Wealth Health, LLC in Roseland, NJ and has 1 year of experience in the finance industry. Donna Sabatino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wealth Health, LLC Roseland, NJ Sep 2015 - Current 1
Beacon Investment Advisors, LLC Parsippany, NJ Apr 2015 - Jul 2015 < 1
The Mde Group, Inc. Parsippany, NJ Jun 1997 - Mar 2015 17

Donna Sabatino has no recent exams reported.
Contact Info for Donna M. Sabatino
Phone Number: 973-535-9577
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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