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Investment adviser representative · Proactive Financial Solutions 360, LLC

Vannak Sao

CRD 5413315 · North Attleboro, MA

At a glance

Vannak Sao is an investment adviser representative with Proactive Financial Solutions 360, LLC in North Attleboro, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Vannak’s SEC record dates to 2022, about 4 years ago.

Current advisory firm

  • Proactive Financial Solutions 360, LLCSince July 2026North Attleboro, MA · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2022 (4 years)
Designations
None on file
Exams
Series 63, Series 65
Registered in
2 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Vannak’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
1 firmLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.