Simon G. Saberon

SABER AND SHIELD WEALTH MANAGEMENT, L.L.C

Garden Ridge, TX 78266

Some features on this profile are disabled

CRD#: 7944062

Professional summary

Simon Glen Saberon is a registered financial advisor currently at SABER AND SHIELD WEALTH MANAGEMENT, L.L.C located in Garden Ridge, Texas.

Simon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Simon 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.

US Army ROTC Cadet/Scholarship Recipient, located in Richardson, TX, an activity which started in 2022.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Simon Glen 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

March 28, 2025 - 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

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
(3/28/2025)

IAR

Utah
(3/31/2025)

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

State Security Law Exam

IAR

Series 65

Date: 6/15/2024

Uniform Investment Adviser Law Examination

Current Firm

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	544
AUM (Assets Under Management)	$ 57,228,976

Red Flags

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.

Similar Advisors

Christopher Hall

LPL FINANCIAL LLC

IAR

San Antonio, TX

Robert Armendariz

EAGLE STRATEGIES LLC

IAR

SAN ANTONIO, TX

Joe-ben O'banion

TITLEIST ASSET MANAGEMENT, LLC

IAR

SAN ANTONIO, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Simon G. Saberon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Simon Glen Saberon's CRS (Customer Relationship Summary).

Certified licenses

Experience

SABER AND SHIELD WEALTH MANAGEMENT, L.L.C

State Registrations and Notice Filings

Exams

Series 65

Date: 6/15/2024

Current Firm

SABER AND SHIELD WEALTH MANAGEMENT, L.L.C

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SABER AND SHIELD WEALTH MANAGEMENT, L.L.C

TRUST BUT VERIFY

Similar Advisors