Michael Jay Sato
Investment adviser representative at Buck Wealth Strategies, LLC
11 yearsExperience
1 stateRegistered in
$1.6BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Buck Wealth Strategies, LLCJan 2025 to now
- Madison Avenue Securities, LLCJan 2025 to now
- LPL Enterprise, LLCNov 2024 to Feb 2025
- The Prudential Insurance Company of AmericaJan 2024 to Jan 2025
- Pruco Securities LLCJan 2024 to Nov 2024
- Buck Wealth Strategies, LLCSep 2022 to Jan 2024
- Madison Avenue Securities, LLCOct 2020 to Jan 2024
- Ae Wealth Management, LLCFeb 2020 to Jan 2023
- E.A. Buck Insurance dba E.A. Buck Financial ServicesJan 2020 to Jan 2024
- UnemployedAug 2018 to Jan 2020
- American Income LifeFeb 2018 to Apr 2018
- Sadie's Bbq InnDec 2017 to Aug 2018
- Island PacificDec 2016 to Apr 2018
- Timberland HawaiiSep 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (HI).
Buck Wealth Strategies, LLC
$1.6BAssets managed
2,948Clients
50Advisers
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
- 6994251
- Firm CRD
- 322138