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Ira Harold Fateman

Sas Financial Advisors, LLC.

San Francisco, CA

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Current Employers
Sas Financial Advisors, Llc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-06
  • CA RA
    APPROVED
    Since 2025-08-06

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 San Francisco CA 10/2003 Present
Shone Asset Management, Llc. Walnut Creek CA 07/2015 12/2016
San Francisco State College San Francisco CA 09/2008 12/2016
Congregation Sherith Israel San Francisco CA 01/2001 12/2016
  • 10/2003 → Present
    Sas Financial Advisors
    San Francisco, CA
  • 07/2015 → 12/2016
    Shone Asset Management, Llc.
    Walnut Creek, CA
  • 09/2008 → 12/2016
    San Francisco State College
    San Francisco, CA
  • 01/2001 → 12/2016
    Congregation Sherith Israel
    San Francisco, CA
Previous Registrations
  • 2015-07-06 → 2018-01-16
    Shone Wealth Management
    San Francisco, CA
    Walnut Creek, CA
  • 2005-02-01 → 2015-12-23
    Sas Financial Advisors
    San Francisco, CA
    Walnut Creek, CA
  • 2006-04-17 → 2009-01-11
    Benivest, Inc.
    San Francisco, CA
  • 2003-05-16 → 2003-12-31
    Protected Investors Of America
    San Francisco, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-12-20
S65 Uniform Investment Adviser Law Examination 2001-03-06
  • S63 Uniform Securities Agent State Law Examination
    2002-12-20
  • S65 Uniform Investment Adviser Law Examination
    2001-03-06
Designations

View on SEC IAPD

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PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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