Frank C. Sabin

BLUELINE ADVISORS

Exeter, NH 03833

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CRD#: 4442860

Professional summary

Frank Charles Sabin, CFA is a registered financial advisor currently at BLUELINE ADVISORS located in Exeter, New Hampshire.

Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Frank has worked at 5 firms and has passed the Series 63 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.

MR. SABIN CURRENTLY TEACHES COURSES AT SOUTHERN NEW HAMPSHIRE UNIVERSITY AND IS COMPENSATED FOR THIS SERVICE. THE UNIVERSITY IS LOCATED AT 2500 N. RIVER ROAD, HOOKSETT, NH 03106. THIS ACTIVITY IS NOT INVESTMENT RELATED. HE TEACHES AFTER TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank Charles Sabin'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®

CFA

Chartered Financial Analyst

Experience

Current

January 3, 2023 - Present

BLUELINE ADVISORS

Office #1: 99 Water Street Suite 3, Exeter, NH 03833

RIA

CRD#: 164642

Exeter, NH

Past

July 20, 2012 - December 31, 2022

BLUELINE ADVISORS

RIA

CRD#: 164642

EXETER, NH

Past

March 4, 2010 - May 10, 2012

WEYLAND CAPITAL MANAGEMENT LLC

RIA

CRD#: 152790

PORTSMOUTH, NH

Past

June 30, 2005 - March 2, 2010

WEYLAND CAPITAL MANAGEMENT LLC

RIA

CRD#: 113286

PORTSMOUTH, NH

Past

May 31, 2005 - July 9, 2007

CLM CAPITAL MANAGEMENT LLC

RIA

CRD#: 114835

PORTSMOUTH, NH

Past

November 7, 2001 - December 12, 2001

COMMERZ MARKETS LLC

CRD#: 41957

NEW YORK, NY

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".

BLUELINE ADVISORS

BLUELINE ADVISORS | BLUELINE ADVISORS LLC

CRD#: 164642 / SEC#: 801-91171

RIA

Registered Investment Advisory firm - (4/20/2015 Approved)

Massachusetts

Registered Investment Advisory firm - (4/21/2015 Terminated)

New Hampshire

Registered Investment Advisory firm - (4/21/2015 Terminated)

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).

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 Hampshire
(1/3/2023)

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: 9/8/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/6/2001

General Securities Representative Examination

Current Firm

BLUELINE ADVISORS

BLUELINE ADVISORS | BLUELINE ADVISORS LLC

CRD#: 164642 / SEC#: 801-91171

RIA

Registered Investment Advisory firm - (4/20/2015 Approved)

Massachusetts

Registered Investment Advisory firm - (4/21/2015 Terminated)

New Hampshire

Registered Investment Advisory firm - (4/21/2015 Terminated)

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Contact information

Main Address

99 Water Street Suite 3, Exeter, NH 03833

Mailing Address

Phone number

(603) 418-0940

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE AND FORM ADV PART 2B BROCHURE SUPPLEMENT (3/25/2025)

Regulatory assets under management

Total Number of Accounts	464
AUM (Assets Under Management)	$ 211,135,236

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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Frank C. Sabin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank Charles Sabin's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUELINE ADVISORS

BLUELINE ADVISORS

WEYLAND CAPITAL MANAGEMENT LLC

WEYLAND CAPITAL MANAGEMENT LLC

CLM CAPITAL MANAGEMENT LLC

COMMERZ MARKETS LLC

Primary Firm SEC Registration

BLUELINE ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 9/8/2001

Series 7

Date: 11/6/2001

Current Firm

BLUELINE ADVISORS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUELINE ADVISORS

TRUST BUT VERIFY

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