Michael
Sasso
Captrust
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About this Advisor
Michael Sasso is a financial advisor operating out of Warren, New Jersey who has 1 year of relevant experience. Sasso is currently employed by Captrust. During their career, Sasso has held roles at Capfinancial Partners, LLC (Captrust) and Portfolio Evaluations, Inc. Sasso has a Series 63 license, qualifying them as a securities representative, and is able to serve investors in New Jersey. Captrust is an advisory company based out of Raleigh, NC. The investment advisory business has offices in 69 locations and a total of 1,338 employees. It controls $715 billion in assets under management across its 76,254 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 136 charities and foundations. Of its 76,254 customer accounts, 33% belong to high-net-worth clients who have at least $1 million in assets available to invest. Captrust performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees charged by Captrust can include any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Michael Sasso Work History
Michael has been registered as a financial advisor for 1 years.*
Capfinancial Partners, LLC (Captrust)
Portfolio Evaluations, Inc
*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 Michael Sasso 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 Captrust
Brentwood, TN
Raleigh, NC
Montgomery, AL
Raleigh, NC
Clarkston, MI
Englewood, CO
Raleigh, NC
Clarkston, MI
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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