Brett
Saddler

Crown Capital Securities, L.P

CRD#4000846
Investment Advisor
in Orange, CA

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About this Advisor

Brett Saddler is a financial advisor operating in Orange, California who has 6 years of relevant experience. Saddler is on the advisory team at Crown Capital Securities, L.P. Over the course of their career, they have held roles at Equinox Securities, Inc, Starpoint Consulting Group, Team Financial Partners, Inc, Centaurus Financial, Inc, Balboa Wealth Partners, Inc, Consolidated Brokerage Services, Health Markets, Successionlink, Integrity Brokerage Services, Inc and Crown Capital Securities, Lp. Saddler maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in California. Crown Capital Securities, L.P is a business that has its headquarters in Orange, CA. It has offices in 93 locations and a total of 164 financial advisors. It manages $1 billion in total assets between its 5,654 customer accounts, placing it among the bigger firms in the nation by assets under management. The firm provides financial advisory services to 27 charities and foundations. Of its 5,654 client accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets. The firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management largely are based on which services are provided. However, fees charged by Crown Capital Securities, L.P can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

725 Town and Country Road Suite 530
Orange, CA 92868

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Crown Capital Securities, L.P Brokerage Details

Total Assets Under Management

$1,223,108,240

CA Average: $7,578,581,321
Total Number of Employees

164

CA Average: 43
Total Number of Accounts

5,654

CA Average: 3,727
Average Account Size

$216,326

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Brett Saddler Work History

Brett has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Consolidated Brokerage Services

2017 - Present (7 years)

Crown Capital Securities, Lp

2017 - 2017 (< 1 year)

Balboa Wealth Partners, Inc

2017 - 2017 (< 1 year)

Integrity Brokerage Services, Inc

2015 - 2015 (< 1 year)

Centaurus Financial, Inc

2015 - 2017 (2 years)

Health Markets

2015 - 2016 (1 year)

Successionlink

2014 - 2015 (1 year)

Team Financial Partners, Inc

2011 - 2014 (3 years)

Equinox Securities, Inc

2011 - 2015 (4 years)

Starpoint Consulting Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brett Saddler 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 Crown Capital Securities, L.P

Evan Hayashi
Portland, OR
Matthew Sessa
Lancaster, CA
Lawrence Davis
Florence, AZ
William Hauenstein
Orange, CA
Austin Moherman
Costa Mesa, CA
Joseph Dipasquale
Glastonbury, CT
Larry Michaels
Santa Ana, CA
Luke Iverson
Fair Oaks, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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