Sasha S. Coviello

AUCTUS WEALTH MANAGEMENT

Philadelphia, PA 19103

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CRD#: 5099844

Professional summary

Sasha Sabsowitz Coviello, who also goes by Sasha Sabsowitz, is a registered financial advisor currently at AUCTUS WEALTH MANAGEMENT INC. located in Philadelphia, Pennsylvania.

Sasha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Sasha has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sasha Sabsowitz

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)Auctus Wealth Mangement; investment related; 1650 Market Street, Suite 3605, Philadelphia, PA 19103; Registered Investment Advisory; Managing Director; 2013; 160 hrs/month; 8 hrs during trading; Investment Advisor Representative 2)Rental; not investment related; 1706 Delancy Place, Philadelphia, PA 19103; Rental (Residential); Landlord/Owner; 6/11/2011; 2 hrs/month; 0 hrs during trading; find tenants, collect rent, repairs 3)TruChoice Financial Group;not investment related;400 Hwy 169 South,Suite 200,St. Louis Park,MN 55426;insurance sales;insurance sales;4/8/2021;0-5 hrs/month;0-1 hr during trading;universal life,term,long term care,disability insurance,fixed rate annuity 4)Emerson Reid;not investment related;1787 Sentry Pkwy W,VEVA 16,Suite 320,Blue Bell,PA 19422;health insurance;producer;1/1/2020;0-1 hr/month;0 hrs during trading;writing health insurance 5) Camphill Soltane Fdn, Glenmoore, PA; Not investment related; Member Board of Directors; 12/2024; 0-14 hrs per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sasha Sabsowitz Coviello'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

June 23, 2015 - Present

AUCTUS WEALTH MANAGEMENT INC.

Office #1: 1706 Delancey Place, Philadelphia, PA 19103

RIA

CRD#: 160036

Philadelphia, PA

Past

June 14, 2019 - January 18, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Clarks Summit, PA

Past

June 13, 2008 - June 12, 2019

NATIONAL SECURITIES CORPORATION

CRD#: 7569

PHILADELPHIA, PA

Past

September 27, 2007 - June 6, 2008

GUNNALLEN FINANCIAL, INC

CRD#: 17609

STATEN ISLAND, NY

Past

February 23, 2006 - September 27, 2007

FIRST MONTAUK SECURITIES CORP.

CRD#: 13755

CLARKS SUMMIT, PA

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

Pennsylvania
(6/23/2015)

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: 6/11/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/10/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/19/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/22/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AUCTUS WEALTH MANAGEMENT INC.

AUCTUS WEALTH MANAGEMENT INC. | LIBERTY CAPITAL MANAGEMENT INC. | FAIRMOUNT ANALYTICS INC.

CRD#: 160036 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (5/7/2013 Approved)

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Contact information

Main Address

1706 Delancey Place, Philadelphia, PA 19103

Mailing Address

Phone number

(800) 655-7162

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	109
AUM (Assets Under Management)	$ 42,622,959

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

Sasha S. Coviello

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sasha Sabsowitz Coviello's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIAD ADVISORS LLC

NATIONAL SECURITIES CORPORATION

GUNNALLEN FINANCIAL, INC

FIRST MONTAUK SECURITIES CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/11/2015

Series 63

Date: 3/10/2006

SIE

Date: 10/1/2018

Series 7

Date: 9/19/2007

Series 6

Date: 2/22/2006

Current Firm

AUCTUS WEALTH MANAGEMENT INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AUCTUS WEALTH MANAGEMENT INC.

TRUST BUT VERIFY

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