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Sa Asset Management, Inc. CRD 126096
15 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
136 Woodbury Road, Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sa Asset Management, Inc. | Woodbury | NY | 02/2003 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-14 |
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