Michael Daniel Sabo

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2005 → Present
  Raymond James Financial Services
  Greensburg, PA
• 10/2005 → Present
  Michael D. Sabo,Cfp/Tm
  Greensburg, PA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Greensburg, PA

Previous Registrations

• 1998-08-24 → 2005-07-06
  Dibiase & Ruscetti Associates, Inc.
  Pittsburgh, PA

Other Businesses

1. Name of Business : Michael D. Sabo, Cfp / Tm Address: Greensburg, PA Nature of the Business: Accounting/CPA Position/Title: Proprietor/Owner Investment Related:No Start Date: 10/10/2005 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 0 Description of duties: Preparation of less than 6 tax returns for small accounts and family. . 2. EXECUTOR OF LATE FATHER'S ESTATE, NON-INVESTMENT RELATED, 12/2009- PRESENT, GREENSBURG, PA, EXECUTOR, JOINT ADMINISTRATOR WITH ALL SIBLINGS, 1 HR / WEEK, 1 HR DURING TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-06
• S63 Uniform Securities Agent State Law Examination
  1982-03-02

Designations

• Certified Financial Planner