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Jeffrey Louis Abadie

Investment adviser representative at Sand Hill Global Advisors, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.4BFirm 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 assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

21 years in the industry.

  1. Sand Hill Global Advisors, LLCFeb 2010 to now
  2. Sand Hill Advisors, LLCJan 2005 to now

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (CA).

Sand Hill Global Advisors, LLC

$4.4BAssets managed
572Clients
20Advisers
26 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
3228403
Firm CRD
111295
Advisor's SEC record (opens in a new tab)
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