Michael A. Sabatino

SABADOODLE

Princeton, NJ

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CRD#: 2707776

Professional summary

Michael Anthony Sabatino, CFP® is a registered financial advisor currently at SABADOODLE located in Princeton, New Jersey.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michael has worked at 5 firms and has passed the Series 63, Series 86, Series 87 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Sabatino's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

April 20, 2021 - Present

SABADOODLE

RIA

CRD#: 307005

Princeton, NJ

Past

October 9, 2012 - January 3, 2019

LIFECYCLE FINANCIAL ADVISORS, LLC

RIA

CRD#: 164834

EAST WINDSOR, NJ

Past

March 15, 2010 - February 24, 2011

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

PHILADELPHIA, PA

Past

March 9, 1998 - September 1, 1998

SALOMON BROTHERS INC.

CRD#: 740

NEW YORK, NY

Past

April 19, 1996 - April 7, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(8/3/2021)

IAR

New York
(4/20/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/23/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 86

Date: 10/13/2006

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 87

Date: 9/6/2006

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 4/18/1996

General Securities Representative Examination

Current Firm

SABADOODLE

GUIDE-U WEALTH ADVISORS LLC | SABADOODLE | GUIDEU ADVISORS LLC

CRD#: 307005 / SEC#:

New Jersey

Registered Investment Advisory firm - (8/3/2021 Approved)

New York

Registered Investment Advisory firm - (1/16/2020 Approved)

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Contact information

Main Address

Princeton, NJ

Mailing Address

Phone number

(917) 285-0670

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 1,729,516

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael A. Sabatino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Sabatino's CRS (Customer Relationship Summary).

Certified licenses

Experience

SABADOODLE

LIFECYCLE FINANCIAL ADVISORS, LLC

RAYMOND JAMES & ASSOCIATES, INC.

SALOMON BROTHERS INC.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/23/2002

Series 86

Date: 10/13/2006

Series 87

Date: 9/6/2006

Series 7

Date: 4/18/1996

Current Firm

SABADOODLE

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SABADOODLE

TRUST BUT VERIFY

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