Sahil Fakih, financial advisor Waltham MA

Sahil Fakih

CRD Number: 6738418
Current Firm: Eagle Strategies LLC

Sahil Fakih (CRD# 6738418) is an Investment Advisor Representative working at Eagle Strategies LLC in Waltham, MA and has over 4 years of experience in the finance industry.

Similar Advisors
Nancy Aadalen, financial advisor Waltham MA
Nancy A. Aadalen
CRD# 2086353
Fidelity Personal And Workplace Advisors
Similar Advisors
Virginia Aaron, financial advisor Waltham MA
Virginia E. Aaron
CRD# 5046672
Claybrook Capital, LLC
Similar Advisors
James Abagis, financial advisor Waltham MA
James D. Abagis
CRD# 1388001
The Cerato Group LLC
Company Name Location Dates Years
Eagle Strategies LLC Waltham, MA Aug 2018 - Current 3
Nylife Securities LLC Waltham, MA Jan 2017 - Current 4
New York Life Insurance Company Waltham, MA Dec 2016 - Current 4
Unemployed Allston, MA May 2016 - Nov 2016 < 1
Consumers United Inc. Boston, MA Sep 2014 - Apr 2016 1
Robert Half Corporation San Ramon, CA May 2014 - Dec 2014 < 1
Jersey Temporaries Inc. San Ramon, CA Jan 2011 - Oct 2014 3
Kforce Inc And Subsidiaries Tampa, FL Oct 2013 - Apr 2014 < 1
Randstad Professional Us LP Woburn, MA Aug 2012 - Jan 2014 1
Unemployed Boston, MA May 2013 - Jun 2013 < 1
Adecco Usa Inc. Boston, MA Dec 2012 - May 2013 < 1
Unemployed Brookline, MA Feb 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2017
S65 NASAA Investment Advisors Law Examination Aug 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Sahil Fakih
Phone Number: (888) 695-3245
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    13,987
    MILLIONS
  • Total Number of Accounts
    66,451
    ACCOUNTS
  • Average Account Value
    $210,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.