MS
CFP
MS
CFP

Michael Sabo

44 Years of Experience
Greensburg, PA
1 DisclosureBroker

Michael Sabo is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greensburg, PA, with 44 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

200 Brush Run Road, Ste. B, Greensburg, PA, 15601

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History

Regulatory History (1)
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Customer Dispute
January 2019
Settled
Other Business Activities

Michael is the proprietor/owner of Michael D. Sabo, CFP / TM, an accounting/CPA business, spending minimal time preparing tax returns. He also serves as the executor of his late father's estate, dedicating a few hours per week to this non-investment related activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 2005 - Present · 20 yrs 11 mos
Previous Registrations
Raymond James Financial Services
June 2005 - January 2009 · 3 yrs 7 mos
Dibiase & Ruscetti Associates, INC.
August 1998 - July 2005 · 6 yrs 11 mos
Harvest Financial CorporationBroker
February 1997 - July 2005 · 8 yrs 5 mos
Keogler, Morgan & Company, INC.Broker
January 1995 - January 1997 · 2 yrs
Hefren-Tillotson, INC.Broker
December 1987 - October 1994 · 6 yrs 10 mos
Janney Montgomery Scott INC.Broker
June 1986 - December 1987 · 1 yr 6 mos
Hefren-Tillotson, INC.Broker
March 1983 - January 1995 · 11 yrs 10 mos
Financial Estate PlanningBroker
January 1982 - April 1983 · 1 yr 3 mos
State Registrations20 states
AKAZCACTDEFLGAIDINMDMONCNJNYOHPASCTNVAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.