Edward
Sabo
Capital Investment Advisory Services, LLC
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About this Advisor
Edward Sabo is a financial advisor operating out of Murrells Inlet, South Carolina with a total of 7 years of industry experience. Sabo currently works for Capital Investment Advisory Services, LLC. Their career trajectory has included roles at Edward J. Sabo & Associates Wealth Partners, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Edward J Sabo & Associates, LLC, Rental Real Estate, Howard Enterprises, Capital Investment Group, Inc and Capital Investment Advisory Services, LLC. Sabo maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in South Carolina. Capital Investment Advisory Services, LLC is a registered investment firm that has its headquarters in Raleigh, NC. The firm has offices in 39 locations and a total of 116 employees. It oversees $2 billion in assets among its 9,990 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 12 charitable organizations. Of its 9,990 accounts, just 7% are held by high-net-worth individuals who have at least $1 million in investable assets. The company offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management vary depending on which services the firm provides the client. However, fee types charged by Capital Investment Advisory Services, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Investment Advisory Services, LLC Brokerage Details
$1,842,974,741
116
9,990
$184,482
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Edward Sabo Work History
Edward has been registered as a financial advisor for 7 years.*
Capital Investment Group, Inc
Capital Investment Advisory Services, LLC
Edward J Sabo & Associates, LLC
Rental Real Estate
Howard Enterprises
Edward J. Sabo & Associates Wealth Partners
Raymond James Financial Services
Raymond James Financial Services Advisors 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 Edward 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 Capital Investment Advisory Services, LLC
Raleigh, NC
Raleigh, NC
Charlotte, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
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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