Charles Keith Sauberan
Investment adviser representative at Sauberan & Company, LLC
39 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
39 years in the industry.
- Commonwealth Financial NetworkJul 2024 to now
- Moldenhaur & AssociatesJul 2024 to now
- Sauberan & Company, LLCJan 1990 to now
- Conn General Life Ins. CompanyMay 1987 to Jul 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
State registrations
Registered as an investment adviser representative in 1 state (NY).
Sauberan & Company, LLC
$5.8MAssets managed
45Clients
1Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1675594
- Firm CRD
- 106317