Edward John Sabo

Employer firm

Capital Investment Advisory Services, LLC CRD 149124

$2.39B regulatory AUM 217 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2012 → 12/2016
  Edward J. Sabo & Associates Wealth Partners
  Murrells Inlet, SC
• 03/2012 → 12/2016
  Raymond James Financial Services
  Murrells Inlet, SC
• 04/2012 → 12/2016
  Raymond James Financial Services Advisors Inc.
  Murrells Inlet, SC
• 08/2012 → Present
  Edward J Sabo & Associates, Llc
  Murrells Inlet, SC
• 02/2014 → 12/2016
  Rental Real Estate
  Murrells Inlet, SC
• 02/2014 → 12/2016
  Howard Enterprises
  Murrells Inlet, SC
• 12/2016 → Present
  Capital Investment Group, Inc.
  Raleigh, NC
• 12/2016 → Present
  Capital Investment Advisory Services, Llc
  Raleigh, NC

Previous Registrations

• 2012-04-04 → 2016-12-08
  Raymond James Financial Services Advisors, Inc
  Murrells Inlet, SC
• 2004-08-04 → 2012-04-03
  Wells Fargo Clearing Services, Llc
  Pawleys Island, SC
  Murrells Inlet, SC
  Charleston, SC
  Columbia, SC
  Raleigh, NC
• 2004-01-16 → 2004-08-18
  Lpl Financial Llc
  Murrells Inlet, SC
• 2004-01-12 → 2004-01-30
  Wells Fargo Clearing Services, Llc
  Myrtle Beach, SC

Other Businesses

1. PRESIDENT OF EDWARD J. SABO & ASSOCIATES, LLC (MAY DO BUSINESS AS EDWARD J. SABO & ASSOCIATES WEALTH PARTNERS; IN ROLE AS MANAGING DIRECTOR). 11019 TOURNAMENT BLVD, STE 201, MURRELLS INLET, SC 29576. PROVIDE INSURANCE SALES, BROKER/DEALER SERVICES AND INVESTMENT ADVISORY SERVICES. ACTIVITY IS INVESTMENT RELATED. 40 HRS/WK, APPROX 40 DURING NORMAL TRADING HOURS. STARTED 2012. 2. HOWARD ENTERPRISES. TRUST BENEFICIARY. GARDEN CITY BEACH, SC. TRUST WAS CREATED APPROXIMATELY 30 YEARS AGO BY REP'S GRANDMOTHER FOR MOBILE HOME PARK OWNED BY FAMILY. REP HAS NO ACTIVE ROLE IN ANY CAPACITY. NOT INVESTMENT RELATED. 0 HRS SPENT DURING WEEK OR DURING NORMAL TRADING HOURS. 3. TOWN HALL SNOWMOBILE CLUB. CO-OWNER. 7347 N. M-123 PARADISE, MI 49768. REAL ESTATE IN MICHIGAN FOR THE PURPOSE OF HAVING A PLACE TO KEEP EQUIPMENT. NO REVNUES OR BUSINESS GENERATED FROM THE LLC. NOT INVESTMENT RELATED. STARTED 10/2020. 4. TOWN HALL PROPERTIES. CO-OWNER. 7347 N. M-123 PARADISE, MI 49768. ADJACENT PARCEL TO TOWN HALL SNOWMOBILE CLUB, SAME OWNERS. REAL ESTATE IN MICHIGAN FOR THE PURPOSE OF HAVING A PLACE TO KEEP EQUIPMENT. NO REVNUES OR BUSINESS GENERATED FROM THE LLC. NOT INVESTMENT RELATED. STARTED 10/2020. 5. SABO HOLDINGS, LLC. OWNER. STARTED 10/2024. 11019 TOURNAMENT BLVD, MURRELLS INLET, SC. HOLDING COMPANY FOR PRIVATE RESIDENCE. 0 HRS/WK. NOT INVESTMENT RELATED. 6. J. EDWARD SABO. TRUSTEE AND POA FOR MOTHER. STARTED 11/2025. 11019 TOURNAMENT BLVD, STE 201, MURRELLS INLET, SC 29576. INVESTMENT RELATED. <1 HR/WK, 0 HRS DURING NORMAL TRADING HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-05-17
• S63 Uniform Securities Agent State Law Examination
  1999-06-14