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Simon Glen Saberon

Saber And Shield Wealth Management, L.L.C

Garden Ridge, TX

CRD 7944062

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Employer firm

Saber And Shield Wealth Management, L.l.c CRD 291176

$74.3M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Saber And Shield Wealth Management, L.L.C

19365 Fm 2252 Suite 3, Garden Ridge, TX 78266 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-28
  • UT RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-28

Branch Locations

19365 Fm 2252 Suite 3, Garden Ridge, TX 78266 • 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
Saber And Shield Wealth Management, Llc Garden Ridge TX 08/2020 Present
N/A Various Locations TX 09/2008 05/2024
Other Businesses

US Army ROTC Cadet/Scholarship Recipient, located in Richardson, TX, an activity which started in 2022.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-15
  • S65 Uniform Investment Adviser Law Examination
    2024-06-15

View on SEC IAPD

Nearby Firms

WORLD INVESTMENT ADVISORS, LLC
EDWARD JONES
AE WEALTH MANAGEMENT, LLC

Nearby Investors

HAROLD ANTHONY HOLTMAN
Eduardo Badillo Garza
ANTHONY ALLEN SACCO

Nearby Offices

WORLD INVESTMENT ADVISORS, LLC · Garden Ridge, TX
WORLD INVESTMENT ADVISORS, LLC · Garden Ridge, TX
EDWARD JONES · GARDEN RIDGE, TX

More in Garden Ridge, TX

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