Brian Matthew Sabo

Employer firm

Verdence Capital Advisors, LLC CRD 288512

$4.63B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CONSULTING

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

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

Current Employers

Employment History

• 04/2014 → 07/2017
  Hightower Securities, Llc
  Hunt Valley, MD
• 04/2014 → 07/2017
  Hightower Advisors, Llc
  Hunt Valley, MD
• 06/2017 → Present
  Verdence Capital Advisors, Llc
  Hunt Valley, MD
• 07/2017 → 04/2020
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY

Previous Registrations

• 2014-04-25 → 2017-06-30
  Hightower Advisors, Llc
  Hunt Valley, MD
• 2001-10-29 → 2014-04-28
  Wells Fargo Clearing Services, Llc
  Towson, MD
  Hunt Valley, MD
  Timonium, MD
  Columbia, MD
  Baltimore, MD

Other Businesses

Hunt Valley Partners. Investment Related. 50 Schilling Rd, Ste 300, Hunt Valley, MD 21031. Investment Partnership. Partner. 12/2015. 1 Hr/Mo; 0 During Trading Hours. I am Strictly an Investor Only. For personal investment purposes only.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-09-06
• S63 Uniform Securities Agent State Law Examination
  1998-06-08

Designations

• Certified Financial Planner