Gregory L. Sazdanoff
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Gregory Louis Sazdanoff, CFP® was a registered financial professional .
Gregory is a previously registered financial professional and started their career in finance in 2013. Gregory had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2015
Experience
November 8, 2024 - June 10, 2025
RISE FINANCIAL CONSULTANTS
July 13, 2017 - December 3, 2024
BEACON HILL INVESTMENT ADVISORY, LLC
June 27, 2013 - February 28, 2017
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
April 23, 2013 - February 28, 2017
RAYMOND JAMES FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
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Exams
Current Firm
RISE FINANCIAL CONSULTANTS
CRD#: 332991 / SEC#:
Contact information
Red Flags
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