Gregory Sazdanoff, financial advisor Columbus OH
93 score

Gregory Sazdanoff

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Gregory L. Sazdanoff
Phone Number: 614-469-4685
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
  • Pension consulting services
Types of Clients
Registered States


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

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