Steven Sabol

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2019 → 05/2020
  Ubs Financial Services
  Sewickley, PA
• 08/2017 → 05/2020
  Robert Morris University
  Moon Township, PA
• 08/2016 → 05/2017
  Xavier University
  Cincinnati, OH
• 05/2020 → 08/2020
  Unemployed
  Moon Township, PA
• 05/2017 → 08/2017
  Ikea
  Pittsburgh, PA
• 09/2020 → 08/2021
  Bury Financial Group
  Youngstown, OH
• 09/2021 → 10/2022
  J Cubed Financial Advisory Group
  Moon Township, PA
• 10/2022 → 06/2024
  Stifel Independent Advisors, Llc
  Edinboro, PA
• 06/2024 → Present
  Ameriprise Financial Services, Llc
  Mt Lebanon, PA

Previous Registrations

• 2022-10-06 → 2024-07-05
  Stifel Independent Advisors, Llc
  Edinboro, PA
• 2022-05-11 → 2022-09-06
  Cantella & Co., Inc.
  Moon Township, PA
  Malden, MA
  Moon Township, PA
• 2021-09-27 → 2022-04-06
  Raymond James Financial Services Advisors, Inc
  Moon Township, PA

Other Businesses

Board of Directors; The Moon Parks Foundation Board; Board Member; 1000 Beaver Grade Rd, , Moon Township, PA, 15108; Not Investment-Related; 08/27/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-12-21

Designations

• Certified Financial Planner

Other Names

• Steven David Sabol