Pablo Sagion, financial advisor Newport Beach CA

Pablo Sagion

CRD Number: 6322819
Current Firm: Goldman Sachs Ayco Personal Financial Management

Pablo Sagion (CRD# 6322819) is an Investment Advisor Representative working at Goldman Sachs Ayco Personal Financial Management in Newport Beach, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Goldman Sachs Irvine, CA Aug 2021 - Current < 1
University Of California Los Angeles Los Angeles, CA Sep 2020 - Current 1
Bank Of America Beverly Hills, CA Mar 2020 - Aug 2021 1
Starbucks New York, NY Feb 2020 - Mar 2020 < 1
All In Home Management / Peibelo Inc. West Palm Beach, FL Jan 2019 - Jan 2020 1
Comcast Corp West Palm Beach, FL Sep 2017 - Apr 2019 1
Lynn University Boca Raton, FL Jan 2015 - May 2018 3
Lincoln Investment LLC Fort Washington, PA Apr 2017 - Apr 2017 < 1
Td Bank N.a. Delray Beach, FL Nov 2016 - Mar 2017 < 1
Wellington Retreat Boynton Beach, FL Apr 2016 - Jun 2016 < 1
Jp Morgan Securities LLC Bronx, NY Apr 2014 - May 2015 1
Jpmorgan Chase Bank Bronx, NY Apr 2014 - May 2015 1
Army National Guard West Palm Beach, FL Oct 2012 - Oct 2014 2
Wells Fargo Bank N.a. West Palm Beach, FL Mar 2013 - Feb 2014 < 1
Seasons 52 Boca Raton, FL Nov 2012 - Feb 2013 < 1
Us Army Fort Bragg, NC Aug 2009 - Oct 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2014
S66 NASAA Uniform Combined State Law Examination Nov 2021
Contact Info for Pablo A. Sagion
Phone Number: 518-886-4000
Firm Website: http://www.ayco.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    31,819
    MILLIONS
  • Total Number of Accounts
    64,043
    ACCOUNTS
  • Average Account Value
    $496,833
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription 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
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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