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Sohrab Sadegi

Independence Capital CO., Inc.

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About Sohrab Sadegi

Sohrab Sadegi is a financial advisor registered with Independence Capital Co., Inc. with over 20 years of experience in the industry. Sohrab Sadegi has experience providing financial advice to individuals and high-net-worth clients. Sohrab Sadegi is also licensed as an insurance agent and has experience in fixed life, health, annuity, disability and long term care insurance. Sohrab Sadegi is registered with the state of Ohio as a Registered Investment Advisor and is also registered with FINRA as a Registered Representative.

Firm Information

Sohrab Sadegi is currently registered with Independence Capital CO., Inc.. Independence Capital CO., Inc. is a Corporation that has been in business since April 29, 1989. The firm is registered with the SEC and in 35 states. They provide financial planning and portfolio management services for individuals and have a total of 439 accounts under management, including both discretionary and non-discretionary accounts. They also offer selection of other advisers as an advisory service.

$88.15M

Assets Under Management

Not reported

Total Clients

32

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Sohrab Sadegi’s Registration & Firm History

OH

02/22/2005 - Present

Independence Capital CO., Inc. (PARMA OH)

MA

04/28/2003 - 12/31/2004

MUTUAL SERVICE CORPORATION (BOSTON MA)

NY

06/19/1998 - 12/20/2002

MONY SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/21/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Sohrab Sadegi. Review regulatory record here.
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