Best Investors Account Sign in
Inactive

Vivian Chaomingjing Fox

Sas Financial Advisors, LLC.

San Francisco, CA

CRD 8083506

Claim This Profile
Employer firm

Sas Financial Advisors, LLC. CRD 288015

$167M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Sas Financial Advisors, Llc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-15
  • CA RA
    APPROVED
    Since 2025-12-15

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
Sas Financial Advisors, Llc. San Francisco CA 04/2025 Present
Unemployed Montclair CA 08/2023 04/2025
Section 32, Llc Palo Alto CA 12/2021 08/2023
Light Street Capital Management, Llc. Palo Alto CA 07/2019 12/2021
Collective Health San Francisco CA 07/2018 06/2019
Kpmg San Francisco CA 10/2014 07/2018
  • 04/2025 → Present
    Sas Financial Advisors, Llc.
    San Francisco, CA
  • 08/2023 → 04/2025
    Unemployed
    Montclair, CA
  • 12/2021 → 08/2023
    Section 32, Llc
    Palo Alto, CA
  • 07/2019 → 12/2021
    Light Street Capital Management, Llc.
    Palo Alto, CA
  • 07/2018 → 06/2019
    Collective Health
    San Francisco, CA
  • 10/2014 → 07/2018
    Kpmg
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-15
  • S65 Uniform Investment Adviser Law Examination
    2025-12-15

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor