Sadaf Rashidinezami is a registered investment advisor, based in San Jose, CA, with 2 years of industry experience.
Location
5615 Chesbro Avenue, San Jose, CA, 95123
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sadaf operates SageCrest Wealth Management as a DBA for her LPL business, dedicating full-time hours to it. She also owns rental real estate and is a business owner for Budget Blinds, spending minimal time on the latter.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.