Unclaimed Profile

David Sadkin

BEL AIR INVESTMENT ADVISORS LLC·LOS ANGELES, California

SIE, Series 7, Series 66Clean record5 years registeredBEL AIR INVESTMENT ADVISORS LLC

1999 AVENUE OF THE STARS, LOS ANGELES, CA 90067CRD# 5110710Firm CRD# 104580

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Sadkin · LOS ANGELES, CA

Registration

CRD #5110710 · BEL AIR INVESTMENT ADVISORS LLC · 5 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER SECURITIES, LLC

Aug 2022 – present

HIGHTOWER ADVISORS, LLC

Sep 2021 – present

BEL AIR INVESTMENT ADVISORS LLC

Mar 2021 – Oct 2021

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 24, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEL AIR INVESTMENT ADVISORS LLC

CRD 104580 · SEC 801-55068

AUM

$8.1B

Regulatory assets under management

Employees

1,360 client accounts

Services offered by BEL AIR INVESTMENT ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BEL AIR INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does David Sadkin offer?

David Sadkin specializes in Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are David Sadkin's credentials?

David Sadkin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Sadkin located?

David Sadkin is based in LOS ANGELES, California, working with BEL AIR INVESTMENT ADVISORS LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does David Sadkin charge for services?

David Sadkin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEL AIR INVESTMENT ADVISORS LLC?

BEL AIR INVESTMENT ADVISORS LLC has approximately 44 employees and manages $8.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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