Peter
Sasaki

Odeon Capital Advisors LLC

CRD#5076572
Investment Advisor
in New York, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Peter Sasaki is a financial advisor who works in New York, New York with 2 years of relevant experience. Sasaki is currently employed by Odeon Capital Advisors LLC. The advisor has gained experience at Centara Capital Securities, Inc, Centara Capital Management, Inc, Cgs Capital Advisors, LLC, Odeon Capital Advisors LLC (Fomerly Sds Family Office LLC), Odeon Capital Group, Caplink Securities, Inc, Equitykey Services, LLC and Cgs Associates, LLC. Sasaki holds Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Connecticut, Delaware, Florida, New York and Ohio. Odeon Capital Advisors LLC is a financial advisory company headquartered in New York, NY. It handles $459 million in assets under management between its eight client accounts, making it one of the larger firms in the country by assets under management. Of its eight accounts, 88% are associated with high-net-worth investors who have greater than $1 million in investable assets. Odeon Capital Advisors LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules largely vary depending on which services the firm provides the client. Fee types charged by Odeon Capital Advisors LLC can consist of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

750 Lexington Avenue 9Th Floor
New York, NY 10022

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Odeon Capital Advisors LLC Brokerage Details

Total Assets Under Management

$459,155,296

NY Average: $7,464,549,021
Total Number of Employees

3

NY Average: 88
Total Number of Accounts

8

NY Average: 3,892
Average Account Size

$57,394,412

NY Average: $1,917,921

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

Peter Sasaki Work History

Peter has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Odeon Capital Group

2019 - Present (5 years)

Odeon Capital Advisors LLC (Fomerly Sds Family Office LLC)

2009 - Present (15 years)

Cgs Capital Advisors, LLC

2015 - 2021 (6 years)

Caplink Securities, Inc

2014 - 2015 (1 year)

Equitykey Services, LLC

2011 - 2013 (2 years)

Centara Capital Securities, Inc

2011 - 2013 (2 years)

Centara Capital Management, Inc

2009 - 2021 (12 years)

Cgs Associates, 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 Peter Sasaki 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 Odeon Capital Advisors LLC

Peter Sasaki
New York, NY
Mathew Van Alstyne
New York, NY
Jacob Weinig
New York, NY

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started