John V. Sacchetti

S.B. VALUE PARTNERS, L.P.

San Antonio, TX 78212

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CRD#: 3005079

Professional summary

John Vito Sacchetti is a registered financial advisor currently at S.B. VALUE PARTNERS, L.P. located in San Antonio, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. John has worked at 6 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 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.

1)the name of the other business- Sb Value Partners; whether the business is investment-related- yes; the address of the other business; the nature of the other business- RIA; your position, title - Director Capital Markets; Start Date - 5/1/2012; the approximate number of hours/month you devote to the other business- 40/160; briefly describe your duties relating to the other business - Supervisor of Trading and take non discretionary orders. 2)SecureVest; investment related: Yes; Location of the business: 16414 san pedro san antonio , texas 78232; Description of the business: BD; Position Title: rep; Responsibilities Duties: finding product for clients; Start date with business: 2019-01-09; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: .001.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Vito Sacchetti's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 3, 2017 - Present

S.B. VALUE PARTNERS, L.P.

Office #1: 1903 San Pedro Avenue, San Antonio, TX 78212

RIA

CRD#: 139162

San Antonio, TX

Past

January 11, 2019 - November 15, 2022

SECUREVEST FINANCIAL GROUP

CRD#: 10100

San Antonio, TX

Past

February 23, 2009 - July 3, 2017

INVESTMENT PROFESSIONALS, INC.

RIA

CRD#: 30184

SAN ANTONIO, TX

Past

February 23, 2009 - July 3, 2017

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

SAN ANTONIO, TX

Past

October 25, 2004 - February 18, 2009

ADVISORS ASSET MANAGEMENT, INC.

RIA

CRD#: 46727

BOERNE, TX

Past

August 28, 2003 - February 18, 2009

ADVISORS ASSET MANAGEMENT, INC.

CRD#: 46727

BOERNE, TX

Past

June 29, 2000 - June 18, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SAN ANTONIO, TX

Past

March 14, 2000 - June 18, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

March 11, 1998 - April 5, 2000

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

S.B. VALUE PARTNERS, L.P.

CRD#: 139162 / SEC#: 801-66139

RIA

Registered Investment Advisory firm - (2/16/2006 Approved)

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

Texas
(7/3/2017)

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

IAR

Series 65

Date: 6/29/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/24/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/3/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/9/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 12/16/2009

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/30/2006

General Securities Principal Examination

Current Firm

S.B. VALUE PARTNERS, L.P.

CRD#: 139162 / SEC#: 801-66139

RIA

Registered Investment Advisory firm - (2/16/2006 Approved)

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Contact information

Main Address

1903 San Pedro Avenue, San Antonio, TX 78212

Mailing Address

Po Box 15159, San Antonio, TX 78212

Phone number

(844) 728-2583

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SB VALUE PARTNERS BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts	110
AUM (Assets Under Management)	$ 5,003,057,444

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Firm Stability Insights

John V. Sacchetti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Vito Sacchetti's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECUREVEST FINANCIAL GROUP

INVESTMENT PROFESSIONALS, INC.

INVESTMENT PROFESSIONALS, INC.

ADVISORS ASSET MANAGEMENT, INC.

ADVISORS ASSET MANAGEMENT, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

S.B. VALUE PARTNERS, L.P.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/29/2000

Series 63

Date: 3/24/1998

Series 52TO

Date: 1/2/2023

SIE

Date: 7/3/2017

Series 7

Date: 3/9/1998

Series 53

Date: 12/16/2009

Series 24

Date: 3/30/2006

Current Firm

S.B. VALUE PARTNERS, L.P.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

S.B. VALUE PARTNERS, L.P.

TRUST BUT VERIFY

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