Matthew Saber
Professional summary
Matthew Saber, who also goes by Matthew P Saber, Matthew Paul Saber, Matthew Saber, is a registered financial advisor currently at SG WEALTH MANAGERS LLC located in Scottsdale, Arizona.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Matthew has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Saber's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 19, 2020 - Present
SG WEALTH MANAGERS LLC
Office #1: 7900 E Thompson Peak Pkwy Unit 104, Scottsdale, AZ 85255April 22, 2016 - September 21, 2020
J.P. MORGAN SECURITIES LLC
April 22, 2016 - September 21, 2020
J.P. MORGAN SECURITIES LLC
August 11, 2015 - January 29, 2016
THE HUNTINGTON INVESTMENT COMPANY
July 6, 2015 - January 29, 2016
THE HUNTINGTON INVESTMENT COMPANY
June 8, 2015 - June 11, 2015
CUSO FINANCIAL SERVICES, L.P.
October 1, 2012 - May 12, 2015
J.P. MORGAN SECURITIES LLC
August 16, 2012 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/19/2020)
(9/23/2021)
(9/24/2021)
(10/13/2021)
Exams
Current Firm
SG WEALTH MANAGERS LLC
CRD#: 310597 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 179 |
| AUM (Assets Under Management) | $ 31,760,000 |
Red Flags
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