Michael John Whalen
Investment adviser representative at Sabre Asset Management LLC
18 yearsExperience
2 statesRegistered in
$127.3MFirm assets
Under 1 yearFirm in business
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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
18 years in the industry.
- Sabre Asset Management LLCJun 2017 to now
- Oleinick FinancialFeb 2014 to now
- Raymond James Financial Services Advisors, IncJan 2009 to now
- Raymond James Financial ServicesNov 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Sabre Asset Management LLC
$127.3MAssets managed
147Clients
1Advisers
Under 1 yearIn 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
- 2800915
- Firm CRD
- 288889