Reva S. Sanchez

OSAGE PACIFIC ADVISORS

Laguna Hills, CA 92653

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CRD#: 7023545

Professional summary

Reva Suzanne Sanchez is a registered financial advisor currently at OSAGE PACIFIC ADVISORS, INC. located in Laguna Hills, California.

Reva is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Reva has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Reva Suzanne Sanchez'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

September 12, 2024 - Present

OSAGE PACIFIC ADVISORS, INC.

Office #1: 23272 Mill Creek Dr. Suite 200, Laguna Hills, CA 92653

RIA

CRD#: 284257

Laguna Hills, CA

Past

September 21, 2018 - December 31, 2023

OSAGE PACIFIC ADVISORS, INC.

RIA

CRD#: 284257

LAGUNA HILLS, CA

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

California
(9/12/2024)

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Exams

State Security Law Exam

IAR

Series 65

Date: 8/14/2018

Uniform Investment Adviser Law Examination

Current Firm

OSAGE PACIFIC ADVISORS, INC.

CRD#: 284257 / SEC#:

California

Registered Investment Advisory firm - (2/20/2024 Approved)

Maryland

Registered Investment Advisory firm - (8/8/2023 Revoked)

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Contact information

Main Address

23272 Mill Creek Dr. Suite 200, Laguna Hills, CA 92653

Mailing Address

3857 Birch St., #3022, Newport Beach, CA 92660

Phone number

(949) 529-9601

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 2,557,902

Red Flags

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

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Reva S. Sanchez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reva Suzanne Sanchez's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAGE PACIFIC ADVISORS, INC.

OSAGE PACIFIC ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/14/2018

Current Firm

OSAGE PACIFIC ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OSAGE PACIFIC ADVISORS, INC.

TRUST BUT VERIFY

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