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Saadi Sabah

BOCA RATON, FL
·CRD# 7037364·1 year experience

Professional Summary

Saadi Sabah, who also goes by Saadi Sabah Almashhadani, was a registered financial advisor. Saadi was registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Saadi had worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Saadi Sabah Almashhadani

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

Unknown Firm·
Boca Raton, FL
October 27, 2026 - Present
PFS INVESTMENTS INC.·CRD# 10111
BD
Brick, NJ
August 7, 2025 - October 21, 2026

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Current Firm

No current employment

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1. Saadi Sabah is currently the Founder/CPA for Eclat Financial Consultancy. In this role, Saadi Sabah, provides tax preparation, tax planning, and accounting services to individuals and businesses. This activity accounts for approximately 75% of their time. This creates a conflict of interest because Saadi Sabah has an incentive to refer Clients between Eclat Financial Consultancy and EWA, although neither party receives compensation for Client referrals. To mitigate the existence of this conflict, as a fiduciary Saadi Sabah has a duty to act solely in the best interests of each Client and will only recommend services appropriate to the Client's circumstances. Clients are under no obligation to act upon the recommendations. In addition, Clients utilizing services of both entities will engage and remit payment to each business separately.

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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.
IAR
Florida
(10/27/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2026About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2025About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 2025About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Jun 2025About the SIE exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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