Unclaimed Profile

Michael Alan Sasso

PORTFOLIO EVALUATIONS, INC.·WARREN, New Jersey

Series 7, Series 63Clean record21 years registeredPORTFOLIO EVALUATIONS, INC.

15 INDEPENDENCE BOULEVARD, WARREN, NJ 07059CRD# 1535788Firm CRD# 129123

Profile Verification

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

Identity

Michael Alan Sasso · WARREN, NJ

Registration

CRD #1535788 · PORTFOLIO EVALUATIONS, INC. · 21 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Mar 2022 – present

PORTFOLIO EVALUATIONS, INC.

Oct 2004 – Aug 2022

WARREN, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · October 15, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PORTFOLIO EVALUATIONS, INC.

CRD 129123 · SEC 801-70015

Employees

Total firm employees

Services offered by PORTFOLIO EVALUATIONS, INC.

Per Form ADV

Publication of periodicals/newsletters

Other

View all advisors at PORTFOLIO EVALUATIONS, INC. →

Introduction

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Frequently Asked Questions

What services does Michael Alan Sasso offer?

Michael Alan Sasso is a registered financial advisor in WARREN, New Jersey. Contact their office for details on services offered.

What are Michael Alan Sasso's credentials?

Michael Alan Sasso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Alan Sasso located?

Michael Alan Sasso is based in WARREN, New Jersey, working with PORTFOLIO EVALUATIONS, INC.. Their office serves clients in the WARREN metropolitan area and surrounding communities.

How does Michael Alan Sasso charge for services?

Michael Alan Sasso's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PORTFOLIO EVALUATIONS, INC.?

PORTFOLIO EVALUATIONS, INC. has approximately 45 employees. The firm is registered with the SEC as an investment adviser.

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