Sabina Pan has been an investment adviser representative at Financial Gravity Family Office Services since January 2024, and is not listed among the firm’s executive officers or direct owners.
Financial Gravity Family Office Services, LLC is a Lakeway, TX firm with $590M under management, 1,724 clients and 16 advisers across 3 offices, as of its January 2026 filing.
Sabina Pan’s longest registration is the current one, 2 years at Financial Gravity Family Office Services since 2024. Before joining Financial Gravity Family Office Services in 2024, Sabina Pan was registered through Avantax Advisory Services.
- – present · 2 yearsBerkley, CA · Adviser representative · Firm CRD 316024
- Avantax Advisory Services– · 1 yearRedwood City, CA · Adviser representative · Firm CRD 104556
Investment adviser representative registrations
Sabina Pan is registered as an investment adviser representative in California, since January 2024.
- CaliforniaSince 11 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 November 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sabina Li Pan
- CRD
- 7424550
- Firm
- Financial Gravity Family Office Services · CRD 316024
- Office
- 1172 San Pablo Avenue, #102, Berkley, CA 94706
- Registration
- Investment adviser registration
- In the industry since
- September 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Sabina Pan work?
Sabina Pan is an investment adviser representative registered through Financial Gravity Family Office Services, LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Sabina Pan a financial advisor?
Yes. Sabina Pan has a current investment-adviser registration in California, through Financial Gravity Family Office Services since January 2024.
How many years of experience does Sabina Pan have?
Sabina Pan has 4 years in the financial industry, since September 2022, across 2 adviser firms.
What exams has Sabina Pan passed?
Sabina Pan passed the Series 65 in November 2020.
Where did Sabina Pan work before Financial Gravity Family Office Services?
Before Financial Gravity Family Office Services, Sabina Pan was registered through Avantax Advisory Services, September 2021 to December 2022.
Where is Sabina Pan based?
Sabina Pan’s registered office is in Berkley, CA.
Is Sabina Pan registered with FINRA?
No. Sabina Pan has no current broker registration.
How can I verify Sabina Pan’s record?
Search CRD 7424550 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sabina Pan’s full registration record.