David
Sabonghy
Waterloo Capital
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About this Advisor
David Sabonghy is a financial advisor based out of Sugar Land, Texas with a total of 1 year of industry experience. Sabonghy is an employee of Waterloo Capital. Over the course of their career, they have held roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Avidian Wealth Solutions F/K/A Sta Wealth Management, LLC and Waterloo Capital. Sabonghy maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Waterloo Capital is a company that has its headquarters in Austin, TX. It has offices in three locations and a total of 24 people on staff. It has $746 million in assets across its 3,302 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 3,302 customer accounts, 27% belong to high-net-worth individuals who have more than $1 million in investable assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types billed by Waterloo Capital likely consist of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Waterloo Capital Brokerage Details
$745,508,904
24
3,302
$225,775
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Sabonghy Work History
David has been registered as a financial advisor for 1 years.*
Waterloo Capital
Avidian Wealth Solutions F/K/A Sta Wealth Management, LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*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 David Sabonghy 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 Waterloo Capital
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Dallas, TX
Austin, TX
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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