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Shelby H. Saberon

SABER AND SHIELD WEALTH MANAGEMENT, L.L.C
Garden Ridge, TX 78266
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CRD#: 6358163
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Professional summary


Shelby Hoffman Saberon, who also goes by Shelby H Saberon, is a registered financial advisor currently at SABER AND SHIELD WEALTH MANAGEMENT, L.L.C located in Garden Ridge, Texas.

Shelby is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Shelby has worked at 4 firms and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Shelby H Saberon

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.

CRS (Client Relationship Summary) - RIA


Click below to view Shelby Hoffman Saberon'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

April 11, 2018 - Present

SABER AND SHIELD WEALTH MANAGEMENT, L.L.C

Office #1: 19365 Fm 2252 Suite 3, Garden Ridge, TX 78266
RIA
CRD#: 291176
Garden Ridge, TX
Past

November 17, 2016 - June 30, 2017

EVIDENT WEALTH

RIA
CRD#: 226630
South Ogden, UT
Past

January 28, 2015 - November 9, 2016

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
OGDEN, UT
Past

October 22, 2014 - December 17, 2014

ELE ADVISORY SERVICES, INC

RIA
CRD#: 148228
OGDEN, UT

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
Texas
(4/11/2018)
IAR
Utah
(6/13/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/21/2014
Uniform Investment Adviser Law Examination

Current Firm


SA
SABER AND SHIELD WEALTH MANAGEMENT, L.L.C
SABER AND SHIELD WEALTH MANAGEMENT, L.L.C

CRD#: 291176 / SEC#:

Texas
Registered Investment Advisory firm - (4/11/2018 Approved)
Utah
Registered Investment Advisory firm - (6/12/2018 Approved)
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Contact information


Main Address
19365 Fm 2252 Suite 3, Garden Ridge, TX 78266
Mailing Address
Phone number
(830) 312-0496
Established
Firm type
Fiscal year end
# of Employees
4

Regulatory assets under management


Total Number of Accounts544
AUM (Assets Under Management)$ 57,228,976

Red Flags


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Company Information


SABER AND SHIELD WEALTH MANAGEMENT, L.L.C

CRD#: 291176Garden Ridge, TX 78266

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