Patrick Charles Sabol
Investment adviser representative at Facet
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- FacetSep 2021 to now
- Facet WealthAug 2021 to now
- Traphagen Investment Advisors LLCJun 2019 to Aug 2021
- Univest Corporation of PennsylvaniaMay 2016 to May 2019
- Girard PartnersApr 2016 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Facet
Legal name: Facet Wealth, Inc
$8.7BAssets managed
16,053Clients
94Advisers
9 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
- 6692253
- Firm CRD
- 285961