Bryan SabalvaroCRD Number: 5959740
Current Firm: Strategic Advisers, Inc.
Bryan Sabalvaro (CRD# 5959740) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Woodland Hills, CA and has over 6 years of experience in the finance industry. Bryan Sabalvaro 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.
Fried Asset Management, Inc.
|Fidelity Brokerage Services LLC||Woodland Hills, CA||Nov 2016 - Current||1|
|Bank Of America, N.a.||San Francisco, CA||Jan 2013 - Nov 2016||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Francisco, CA||Nov 2012 - Nov 2016||4|
|Td Ameritrade||Cupertino, CA||May 2012 - Nov 2012||< 1|
|Wells Fargo Advisors LLC||San Bruno, CA||Jul 2011 - Apr 2012||< 1|
|Wells Fargo Bank, N.a.||San Bruno, CA||Oct 2010 - Apr 2012||1|
|Unemployed||N/a, CA||Jul 2010 - Oct 2010||< 1|
|Humanities Research Institute||Irvine, CA||Sep 2009 - Jun 2010||< 1|
|Lowes Home Improvement||San Bruno, CA||Jul 2009 - Sep 2009||< 1|
|Not Employed||N/a, CA||Sep 2007 - Jul 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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