Sagebroadview Wealth Management, LLC

Sagebroadview Wealth Management, LLC (CRD# 126472) is a financial advisory firm headquartered in Farmington, CT. They manage $317,621,091 in 586 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    318
    MILLION
  • Total Number of Accounts
    586
    ACCOUNTS
  • Average Account Value
    $542,016
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MA, NH, NJ, NY, PA

Financial Advisors at Sagebroadview Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Christopher J. Annello
CRD#: 5998570
10 Waterside Drive, Suite 305, Farmington, CT 06032

Christopher Annello (CRD# 5998570) is an Investment Advisor Representative working at Sagebroadview Wealth Management, LLC in Farmington, CT and has over 12 years of experience in the finance industry.

2
Lawrence J. Annello
CRD#: 4650103
10 Waterside Drive, Suite 305, Farmington, CT 06032

Lawrence Annello (CRD# 4650103) is an Investment Advisor Representative working at Sagebroadview Wealth Management, LLC in Farmington, CT and has 1 year of experience in the finance industry.

3
John D. Principe
CRD#: 5802007
10 Waterside Drive, Suite 305, Farmington, CT 06032

John Principe (CRD# 5802007) is an Investment Advisor Representative working at Sagebroadview Wealth Management, LLC in Farmington, CT and has 1 year of experience in the finance industry.

4
Daniel J. Lester
CRD#: 7264333
10 Waterside Drive, Suite 305, Farmington, CT 06032

Daniel Lester (CRD# 7264333) is an Investment Advisor Representative working at Sagebroadview Wealth Management, LLC in Farmington, CT and has over 3 years of experience in the finance industry.

5
Karina I. Sales Linehan
CRD#: 6557306
60 Washington Street, Suite 102, Morristown, NJ 07960

Karina Sales Linehan (CRD# 6557306) is an Investment Advisor Representative working at Sagebroadview Wealth Management, LLC in Morristown, NJ and has over 6 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.