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RIA / WealthAdvisorCertified Financial Planner25 years in industry

IRA HAROLD FATEMAN

Advisor at SAS FINANCIAL ADVISORS, LLC.

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:d9e20893-508b-13f4-79bf-4354c58223d0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 16, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SAS FINANCIAL ADVISORS, LLC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Mar 6, 2001
First registration: May 16, 2003
Dual registered: no
IAPD individual key: 1269629

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SAS FINANCIAL ADVISORS, LLC.	Independent wealth	Aug 6, 2025	n/a	yes	SAN FRANCISCO, CA	Current employment
SHONE WEALTH MANAGEMENT	Former SEC adviser	Jul 6, 2015	Jan 16, 2018	no	SAN FRANCISCO, CA\|WALNUT CREEK, CA	Previous registration
BENIVEST, INC.	n/a	Apr 17, 2006	Jan 11, 2009	no	SAN FRANCISCO, CA	Previous registration
SAS FINANCIAL ADVISORS	n/a	Feb 1, 2005	Dec 23, 2015	no	SAN FRANCISCO, CA\|WALNUT CREEK, CA	Previous registration
PROTECTED INVESTORS OF AMERICA	Former SEC adviser	May 16, 2003	Dec 31, 2003	no	SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SHONE WEALTH MANAGEMENT	SAS FINANCIAL ADVISORS, LLC.	Jan 16, 2018	Aug 6, 2025	2,759	Firm change after gap	RIA to RIA
SAS FINANCIAL ADVISORS	BENIVEST, INC.	Dec 23, 2015	Apr 17, 2006	-3,537	Firm change after gap	Other
BENIVEST, INC.	SHONE WEALTH MANAGEMENT	Jan 11, 2009	Jul 6, 2015	2,367	Firm change after gap	Other
PROTECTED INVESTORS OF AMERICA	SAS FINANCIAL ADVISORS	Dec 31, 2003	Feb 1, 2005	398	Firm change	Other

Relationships

Registered with (5)

→ SAS FINANCIAL ADVISORS, LLC.Registered adviserregistration: current employment
Aug 6, 2025 to presentfactForm ADV
→ SHONE WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 6, 2015 to Jan 16, 2018factForm ADV
→ SAS FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Feb 1, 2005 to Dec 23, 2015factForm ADV
→ BENIVEST, INC.Registered adviserregistration: previous registration
Apr 17, 2006 to Jan 11, 2009factForm ADV
→ PROTECTED INVESTORS OF AMERICARegistered adviserregistration: previous registration
May 16, 2003 to Dec 31, 2003factForm ADV

Dated events

No dated event names this entity yet.