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Monique Renee San Miguel Lopez

Sas Financial Advisors, LLC.

San Francisco, CA

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Current Employers
Sas Financial Advisors, Llc.

50 California Street Suite 1500, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-20
  • CA RA
    APPROVED
    Since 2025-08-20

Branch Locations

50 California Street Suite #1500, San Francisco, CA 94111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Walnut Creek CA 08/2015 09/2018
Charles Schwab Bank Walnut Creek CA 08/2015 09/2018
Forusall San Francisco CA 10/2018 12/2019
Sas Financial Advisors, Llc. San Francisco CA 02/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-28
  • S66 Uniform Combined State Law Examination
    2016-01-28
Other Names
  • Monique Renee San Miguel

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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