Haryanto P. Sastro

SAFE FUTURE WEALTH PARTNERS LLC

Novi, MI 48375

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CRD#: 3091945

Professional summary

Haryanto Prawirana Sastro, who also goes by Harry Sastro, Hary Sastro, Haryanto Sastro, is a registered financial advisor currently at SAFE FUTURE WEALTH PARTNERS LLC located in Novi, Michigan.

Haryanto is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Haryanto has worked at 12 firms and has passed the Series 66, Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Harry Sastro | Hary Sastro | Haryanto Sastro

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.) Aegis Financial, 9192 Black Slate Street, Las Vegas, NV, Regional Vice President, Start Date 06/2014, Approximate number of hours/month devoted to the business 35 hours. 2.) Safe Future Wealth Partners LLC, Investment Related, Howell, MI, RIA, Chief Compliance Officer/Investment Adviser Representative, Start Date 06/2021, Approximately 60 hours/month devoted to this business

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Haryanto Prawirana Sastro'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®

None

Experience

Current

November 19, 2021 - Present

SAFE FUTURE WEALTH PARTNERS LLC

Office #1: 41800 W. 11 Mile Road Suite 201, Novi, MI 48375

RIA

CRD#: 315459

Novi, MI

Past

July 12, 2022 - May 8, 2023

AEGIS WEALTH MANAGEMENT, INC.

RIA

CRD#: 301990

Birmingham, MI

Past

April 8, 2020 - July 11, 2022

AEGIS WEALTH MANAGEMENT, INC.

RIA

CRD#: 301990

Birmingham, MI

Past

September 7, 2011 - June 19, 2014

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

December 2, 2010 - August 29, 2011

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

DENVER, CO

Past

September 17, 2007 - October 29, 2010

TRANSAMERICA INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 108488

DENVER, CO

Past

November 21, 2005 - October 29, 2010

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

DENVER, CO

Past

January 3, 2005 - June 20, 2005

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

ENGLEWOOD, CO

Past

July 30, 2004 - June 20, 2005

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

December 12, 2003 - July 16, 2004

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920

NEW YORK, NY

Past

October 23, 2002 - December 12, 2003

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

Past

February 14, 2002 - June 19, 2002

WEDBUSH SECURITIES INC.

CRD#: 877

PASADENA, CA

Past

July 16, 2001 - January 28, 2002

STANFORD GROUP COMPANY

CRD#: 39285

HOUSTON, TX

Past

December 1, 1998 - July 25, 2001

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

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

Louisiana
(10/30/2024)

IAR

Michigan
(11/19/2021)

IAR

New Mexico
(9/13/2024)

IAR

Texas
(1/3/2025)

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 66

Date: 12/20/2004

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/28/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/16/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/25/1998

General Securities Representative Examination

Current Firm

SAFE FUTURE WEALTH PARTNERS LLC

CRD#: 315459 / SEC#:

Louisiana

Registered Investment Advisory firm - (10/30/2024 Approved)

Michigan

Registered Investment Advisory firm - (11/16/2021 Approved)

Nevada

Registered Investment Advisory firm - (3/14/2023 Terminated)

New Mexico

Registered Investment Advisory firm - (9/13/2024 Approved)

Texas

Registered Investment Advisory firm - (1/3/2025 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

41800 W. 11 Mile Road Suite 201, Novi, MI 48375

Mailing Address

Phone number

(734) 323-7429

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	65
AUM (Assets Under Management)	$ 9,203,011

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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Advisor Monitoring

Firm Stability Insights

Haryanto P. Sastro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Haryanto Prawirana Sastro's CRS (Customer Relationship Summary).

Certified licenses

Experience

AEGIS WEALTH MANAGEMENT, INC.

AEGIS WEALTH MANAGEMENT, INC.

EMPOWER FINANCIAL SERVICES, INC.

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TRANSAMERICA INVESTMENT MANAGEMENT, LLC

TRANSAMERICA CAPITAL, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

AMERICAN CENTURY INVESTMENT SERVICES INC.

WEDBUSH SECURITIES INC.

STANFORD GROUP COMPANY

PRUDENTIAL EQUITY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/20/2004

Series 65

Date: 12/28/1998

Series 63

Date: 12/16/1998

Series 7

Date: 11/25/1998

Current Firm

SAFE FUTURE WEALTH PARTNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SAFE FUTURE WEALTH PARTNERS LLC

TRUST BUT VERIFY

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