Seth Krussman, financial advisor Hillsboro OR
93 score

Seth Krussman

CRD Number: 5509227
Current Firm: Sagepoint Financial, Inc.

Seth Krussman (CRD# 5509227) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Hillsboro, OR and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Financial, Inc. Hillsboro, OR Jul 2015 - Current 1
Self-employed Hillsboro, OR Dec 2013 - Current 3
Questar Capital Corporation Minneapolis, MN Jul 2014 - Jul 2015 1
Questar Asset Management Minneapolis, MN Jul 2014 - Jul 2015 1
Ubs Portland, OR Sep 2011 - Oct 2013 2
Gryphonetel Tigard, OR Nov 2009 - Sep 2011 1
Black Rose Equity Management Portland, OR Aug 2009 - Oct 2009 < 1
Starbucks Tigard, OR Jun 2009 - Jul 2009 < 1
Wells Fargo Forest Grove, OR Jan 2009 - May 2009 < 1
Phillips And Company Portland, OR Mar 2008 - Dec 2008 < 1
Evans Glass Oregon City, OR Jan 2008 - Mar 2008 < 1
Directors Mortgage Lake Oswego, OR Jul 2006 - Dec 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Seth E. Krussman
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • CA
  • WA
  • OR
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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