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SC

Sasha S. Coviello

AUCTUS WEALTH MANAGEMENT
PHILADELPHIA, PA 19103
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CRD#: 5099844
SC
Sasha Sabsowitz CovielloAUCTUS WEALTH MANAGEMENT

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.

At a Glance


Always Fiduciary

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.
The advisor shows no other business activity.

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

BD
CRD#: 25803
Clarks Summit, PA
Past

June 13, 2008 - June 12, 2019

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
PHILADELPHIA, PA
Past

September 27, 2007 - June 6, 2008

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
STATEN ISLAND, NY
Past

February 23, 2006 - September 27, 2007

FIRST MONTAUK SECURITIES CORP.

BD
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)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/11/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AW
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
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts109
AUM (Assets Under Management)$ 42,622,959

Red Flags


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

Company Information


AUCTUS WEALTH MANAGEMENT INC.

CRD#: 160036Philadelphia, PA 19103

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