Daniel
Sablik

Vest Financial LLC

CRD#7701624
Investment Advisor
in Tempe, AZ

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About this Advisor

Daniel Sablik is a financial advisor based in Tempe, Arizona, working with Vest Financial LLC. Daniel has previously held positions at Proshare Advisors LLC, Elon University, New Breed Logistics, Lifepro Asset Management, and Vest Financial, LLC. Daniel has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Daniel is part of Vest Financial LLC, which operates out of Tempe, Arizona. The firm has 27 employees and manages assets totaling $24.4 billion. The services offered by the firm include portfolio management for investment companies, portfolio management for pooled investment vehicles, and other services. The fee structure at Vest Financial LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Other

Fee Structure

Percentage of Assets

Office Location

Tempe, AZ

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Vest Financial LLC Brokerage Details

Total Assets Under Management

$24,381,015,458

AZ Average: $1,835,309,194
Total Number of Employees

27

AZ Average: 32
Total Number of Accounts

94

AZ Average: 1,458
Average Account Size

$259,372,505

AZ Average: $1,258,785

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Other

Daniel Sablik Work History

2023 - Present (1 year)

Vest Financial, LLC

2022 - 2023 (1 year)

Lifepro Asset Management

2015 - 2022 (7 years)

Proshare Advisors LLC

2014 - 2014 (< 1 year)

New Breed Logistics

2011 - 2015 (4 years)

Elon University

Disclosures

Please visit the SEC profile of Daniel Sablik to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vest Financial LLC

Christopher Lee
San Francisco, CA
Jeffery Chang
Mc Lean, VA
Karan Sood
Mc Lean, VA
Alyson Russ
Mc Lean, VA
Christopher Mortimer
Mc Lean, VA
Daniel Sablik
Tempe, AZ
Matthew Mcfarland
Mc Lean, VA

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