Sashi Menon, financial advisor San Juan Capistrano CA

Sashi Menon

CRD Number: 1451994
Current Firm: Menon/brown Advisory Group

Sashi Menon (CRD# 1451994) is an Investment Advisor Representative working at Menon/brown Advisory Group in San Juan Capistrano, CA and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. San Juan Capistrano, CA Nov 2023 - Current < 1
Menon/brown Advisory Group San Juan Capistrano, CA Apr 2003 - Current 20
Fsc Securities Corporation San Juan Capistrano, CA Aug 1995 - Nov 2023 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Sashi Menon
Phone Number: 9496612097
Firm Website: http://menonbrown.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $686,083
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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