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Dennis J Sabo

Edge Capital Group, LLC

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About Dennis J Sabo

Dennis Sabo is a financial advisor with Edge Capital Group, LLC. Dennis has been in the industry for over 15 years and is experienced in providing investment advice to individuals, families, and institutions. Dennis is a Chartered Financial Analyst and holds the Series 7 and Series 63 licenses. Dennis has previously held positions at Credit Suisse Securities (USA) LLC and SunTrust Capital Markets, Inc. Dennis has a proven track record of success in helping clients achieve their financial goals.

Firm Information

Dennis Sabo is currently registered with Edge Capital Group, LLC. Edge Capital Group, LLC is an investment advisor located in Atlanta, GA. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, pension consulting, portfolio management, and other advisory services to high-net-worth individuals, corporations, investment companies, pooled investment vehicles, and charitable organizations.
Edge Capital Group, LLC

3333 RIVERWOOD PARKWAY

ATLANTA, GA 30339

$6.39B

Assets Under Management

3

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consulting services, family office services, insurance solutions

Consulting services, family office services, insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Dennis Sabo’s Registration & Firm History

GA

12/19/2018 - Present

Edge Capital Group, LLC (ATLANTA GA)

GA

04/19/2006 - 07/25/2007

CREDIT SUISSE SECURITIES (USA) LLC (ATLANTA GA)

GA

09/28/2005 - 03/31/2006

SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 07/14/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/01/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 09/27/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dennis J Sabo.
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