Alan Sasserath is a registered investment advisor, based in Hauppauge, NY, with 21 years of industry experience.
Location
350 Motor Parkway, Suite 205, Hauppauge, NY, 11788
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alan is a managing member of Strata Financial, LLC, providing high net-worth planning and advisory services, dedicating minimal time. He is also involved in several real estate investment holding companies and Strata Insurance, spending minimal time on each.
Employment History
Current Registrations
Madison Global Partners LLCBroker
Madison Global Advisors LLC
Previous Registrations
Shelter Rock Management, LLC
Ameriprise Financial Services, INC.Broker
Wbb Securities, LLCBroker
Wall Street Financial Group, INC.Broker
State Registrations3 states
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