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Inactive

Colette Han Sadlier

Advanced Financial Strategies Inc

Irvine, CA

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Current Employers
Advanced Financial Strategies Inc

5 Hubble, Irvine, CA 92618 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-17
  • CA RA
    APPROVED
    Since 2025-09-17

Branch Locations

5 Hubble, Irvine, CA 92618 • 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
Ksby-Tv San Luis Obispo CA 04/2021 08/2021
Advanced Financial Strategies Irvine CA 08/2021 Present
Fairmont Preparatory Academy Anaheim CA 08/2013 05/2017
Chapman University Orange CA 08/2017 01/2021
Pepperdine University Irvine CA 01/2021 12/2022
Cnbc New York NY 09/2020 04/2021
Advanced Financial Strategies Irvine CA 01/2020 12/2020
Cbs News Los Angeles CA 06/2020 08/2020
Entertainment Tonight Burbank CA 05/2019 08/2019
Power 106 Fm Burbank CA 06/2018 12/2018
  • 04/2021 → 08/2021
    Ksby-Tv
    San Luis Obispo, CA
  • 08/2021 → Present
    Advanced Financial Strategies
    Irvine, CA
  • 08/2013 → 05/2017
    Fairmont Preparatory Academy
    Anaheim, CA
  • 08/2017 → 01/2021
    Chapman University
    Orange, CA
  • 01/2021 → 12/2022
    Pepperdine University
    Irvine, CA
  • 09/2020 → 04/2021
    Cnbc
    New York, NY
  • 01/2020 → 12/2020
    Advanced Financial Strategies
    Irvine, CA
  • 06/2020 → 08/2020
    Cbs News
    Los Angeles, CA
  • 05/2019 → 08/2019
    Entertainment Tonight
    Burbank, CA
  • 06/2018 → 12/2018
    Power 106 Fm
    Burbank, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-29
  • S65 Uniform Investment Adviser Law Examination
    2025-05-29
Other Names
  • Colette Han Ngo
  • Colette Ngo

View on SEC IAPD

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Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA

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