Alan Robert Sasserath
Investment adviser representative at Madison Global Advisors LLC
31 yearsExperience
3 statesRegistered in
$71.4MFirm assets
4 yearsFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Strata FinancialJan 2024 to now
- Madison Global Advisors LLCApr 2023 to now
- Sasserath & CompanyJul 2021 to now
- Shelter Rock Management, LLCFeb 2014 to now
- Sasserath & Zoraian, LLPNov 1995 to Jul 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, NY).
Madison Global Advisors LLC
$71.4MAssets managed
233Clients
8Advisers
4 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
- 4697788
- Firm CRD
- 288894