Brian
Sabo
Verdence Capital Advisors, LLC
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About this Advisor
Brian Sabo is a certified financial planner based out of Hunt Valley, Maryland with a total of 6 years of industry experience. Sabo works at Verdence Capital Advisors, LLC. Their career trajectory has included roles at Wells Fargo Advisors LLC, Hightower Securities, LLC, Hightower Advisors, LLC, Kwm Advisors, LLC D/B/A Verdence Capital Advisors, LLC and Purshe Kaplan Sterling Investments, Inc. Sabo maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Maryland. Verdence Capital Advisors, LLC is a financial advisory business operating out of Hunt Valley, MD. The firm has offices in three locations and a total of 40 advisors. It administers $3 billion in total assets across its 5,301 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to nine charitable organizations. Of its 5,301 accounts, 32% are held by high-net-worth individuals who have at least $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management typically vary depending on which service is provided. However, fees billed by Verdence Capital Advisors, LLC can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Verdence Capital Advisors, LLC Brokerage Details
$2,735,788,731
40
5,301
$516,089
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Brian Sabo Work History
Brian has been registered as a financial advisor for 6 years.*
Kwm Advisors, LLC D/B/A Verdence Capital Advisors, LLC
Purshe Kaplan Sterling Investments, Inc
Hightower Securities, LLC
Hightower Advisors, LLC
Wells Fargo Advisors LLC
*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 Brian Sabo 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 Verdence Capital Advisors, LLC
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
