Gregory SazdanoffCRD Number: 5924235
Current Firm: Beacon Hill Investment Advisory, LLC
Gregory Sazdanoff (CRD# 5924235) is an Investment Advisor Representative working at Beacon Hill Investment Advisory, LLC in Columbus, OH and has over 4 years of experience in the finance industry. Gregory Sazdanoff 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.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Carver Financial Services||Mentor, OH||Jun 2015 - Current||2|
|Raymond James Financial Services Advisors Inc.||Mentor, OH||Jun 2013 - Current||4|
|Raymond James Financial Services, Inc.||Mento, OH||Feb 2013 - Current||5|
|Raymond James Financial Services, Inc.||Pasadena, CA||Oct 2012 - Feb 2013||< 1|
|Summit Financial Services||Columbus, OH||May 2012 - Aug 2012||< 1|
|Mansfield Law Director's Office||Mansfield, OH||Jan 2012 - Apr 2012||< 1|
|Youngstown State University||Youngstown, OH||Aug 2007 - Dec 2011||4|
|Edward Jones Investments||Boardman, OH||May 2011 - Oct 2011||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management40MILLIONS
Total Number of Accounts237ACCOUNTS
Average Account Value$167,967
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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