Patrick
Sabol

Facet

CRD#6692253
Investment Advisor
in Mount Pleasant, SC

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About this Advisor

Patrick Sabol is a certified financial planner based in Mount Pleasant, South Carolina with a total of 2 years of industry experience. Sabol currently works for Facet. Sabol has gained experience at Franciscan University Of Steubenville, Sei Investments, Girard Partners, Salesian Missions, Traphagen Investment Advisors LLC, Univest Corporation Of Pennsylvania and Facet Wealth. Sabol maintains a Series 65 license, which qualifies them as an investment advisor representative, and can work in South Carolina and Texas. Facet is an advisory business based in Baltimore, MD. It manages $2 billion in assets across its 18,571 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 18,571 customer accounts, just 7% are held by high-net-worth investors who have greater than $1 million in investable assets. The business performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules largely depend on the services provided. Fees charged by Facet typically consist of fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

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

$1,654,740,781

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

275

SC Average: 45
Total Number of Accounts

18,571

SC Average: 765
Average Account Size

$89,103

SC Average: $9,006,382

Investment Advisory Services

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

Patrick Sabol Work History

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

2021 - Present (3 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

2009 - 2013 (4 years)

Franciscan University Of Steubenville

*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 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

Madeline Mcivor
Baltimore, MD
Matthew Mccoy
Rock Hill, SC
Sabrina Lee
Baltimore, MD
Gianna Viele
Baltimore, MD
Brian Wagnon
Baltimore, MD
Carlos Ruiz
Baltimore, MD
Alex Mcdonald
Wrightsville Beach, NC
Patrick Daniels
Baltimore, 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.

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