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Eli Henry Sakov

Investment adviser representative at Planmember Securities Corporation
11 yearsExperience
1 stateRegistered in
$10.1BFirm assets
35 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 feeCommissions

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.

  1. Edgewater Insurance Solutions LLCJan 2026 to now
  2. Planmember Securities CorporationJan 2026 to now
  3. Better Leads, Inc.Jun 2025 to now
  4. Eli Sakov (self Employed)Aug 2018 to now
  5. Aurora InnovationMar 2023 to Jun 2025
  6. Unspun, Inc.Feb 2021 to Mar 2022
  7. Ondaka Inc.Oct 2018 to Dec 2020
  8. Kaliber Labs, Inc.Feb 2015 to Oct 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

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

Planmember Securities Corporation

$10.1BAssets managed
69,645Clients
424Advisers
35 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
8187281
Firm CRD
11869
Advisor's SEC record (opens in a new tab)
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