Patrick
Sabol

Facet

CRD#6692253
Investment Advisor
in Mount Pleasant, SC

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About this Advisor

Patrick Sabol is a financial advisor based in Mount Pleasant, South Carolina, working with Facet. Patrick has previously held positions at Sei Investments, Girard Partners, Salesian Missions, Traphagen Investment Advisors LLC, Univest Corporation Of Pennsylvania, and Facet Wealth. Patrick has passed the Series 65 regulatory exam and is registered to provide services in South Carolina and Texas. Currently, Patrick is part of Facet, which operates out of Mount Pleasant, South Carolina. The firm has 234 employees and manages assets totaling $2.5 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Facet includes fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Fixed Fees

Office Location

Mount Pleasant, SC

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Facet Brokerage Details

Total Assets Under Management

$2,544,660,518

SC Average: $6,889,882,315
Total Number of Employees

234

SC Average: 45
Total Number of Accounts

24,977

SC Average: 765
Average Account Size

$101,880

SC Average: $9,006,382

Investment Advisory Services

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

Patrick Sabol Work History

2021 - Present (4 years)

Facet Wealth

2019 - 2021 (2 years)

Traphagen Investment Advisors LLC

2016 - 2019 (3 years)

Girard Partners

2016 - 2019 (3 years)

Univest Corporation Of Pennsylvania

2014 - 2016 (2 years)

Sei Investments

2013 - 2014 (1 year)

Salesian Missions

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Patrick Sabol 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 Facet

Harrison Maizels
Brooklyn, NY
Robert Dillon
Baltimore, MD
Michelle Wagner
Baltimore, MD
Jordan Gilberti
Baltimore, MD
Chase Grundy
Baltimore, MD
Sammie Guajardo
Baltimore, MD
Keenan Casey
Baltimore, MD
Edward Jurgielewicz
Baltimore, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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