Monique Renee San miguel lopez
Investment adviser representative at Sas Financial Advisors, LLC.
11 yearsExperience
2 statesRegistered in
$167MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Sas Financial Advisors, LLC.Feb 2020 to now
- ForusallOct 2018 to Dec 2019
- Charles Schwab & Co., Inc.Aug 2015 to Sep 2018
- Charles Schwab BankAug 2015 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, NY).
Sas Financial Advisors, LLC.
$167MAssets managed
162Clients
4Advisers
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
- 6543655
- Firm CRD
- 288015