Cassandra Mercedes Sabo

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 09/2016
  Vans Incorp
  Pittsburgh, PA
• 08/2016 → 07/2017
  Vineyard Vines
  Pittsburgh, PA
• 08/2015 → 06/2017
  Raymond James Financial Services, Inc
  Greensburg, PA
• 06/2017 → Present
  Raymond James Financial Services, Inc
  Greensburg, PA
• 02/2018 → Present
  Raymond James Fianncial Services Advisor Inc
  Greensburg, PA
• 08/2017 → Present
  Michael D Sabo Cfp/Tm
  Greensburg, PA

Other Businesses

(1)Name of Business: Michael D Sabo cfp/tm Address: 200 Brush Run Rd Ste B, Greensburg, PA, 15601, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: FA and support staff

Exams

• S66 Uniform Combined State Law Examination
  2018-02-16

Other Names

• Cassandra Mercedes Sabo
• Cassandra Mercedes Agagliati