Sargent Investment Group

Sargent Investment Group (CRD# 297499) is a financial advisory firm headquartered in Bethesda, MD. They manage $1,146,796,701 in 1,676 accounts and serve the financial needs of clients across 19 states (or territories).

Current Firm Details

4920 Elm Street, Suite 305, Bethesda, MD 20814

https://www.linkedin.com/company/sargentinvestmentgroup/

By the Numbers

Total Assets Under Management

1,147

MILLION
Total Number of Accounts

1,676

ACCOUNTS
Average Account Value

$684,246

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, CT, DC, DE, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NM, NY, PA, TX, VA, WA

Financial Advisors at Sargent Investment Group

Showing 1 - 8 of 8 top financial advisors.

1

Samuel F. Beach

CRD#: 1197819

4920 Elm Street, Suite 305, Bethesda, MD 20814

Samuel Beach (CRD# 1197819) is an Investment Advisor Representative working at Sargent Investment Group in Bethesda, MD and has over 40 years of experience in the finance industry.

2

Susette Gustini

CRD#: 857189

4920 Elm Street, Suite 305, Bethesda, MD 20814

Susette Gustini (CRD# 857189) is an Investment Advisor Representative working at Sargent Investment Group in Bethesda, MD and has over 40 years of experience in the finance industry.

3

CRD#: 2237240

4920 Elm Street, Suite 305, Bethesda, MD 20814

Tae Harte (CRD# 2237240) is an Investment Advisor Representative working at Sargent Investment Group in Bethesda, MD and has over 27 years of experience in the finance industry.

4

Thomas R. Healy

CRD#: 6232678

4920 Elm Street, Suite 305, Bethesda, MD 20814

Thomas Healy (CRD# 6232678) is an Investment Advisor Representative working at Sargent Investment Group in Bethesda, MD and has over 5 years of experience in the finance industry.

5

Brian D. McGregor

CRD#: 4694197

4920 Elm Street, Suite 305, Bethesda, MD 20814

Brian McGregor (CRD# 4694197) is an Investment Advisor Representative working at Sargent Investment Group in Bethesda, MD and has over 20 years of experience in the finance industry.

6

Ricardo M. Rosenberg

CRD#: 728493

4920 Elm Street, Suite 305, Bethesda, MD 20814

Ricardo Rosenberg (CRD# 728493) is an Investment Advisor Representative working at Sargent Investment Group in Bethesda, MD and has over 42 years of experience in the finance industry.

7

Christopher S. Sargent

CRD#: 410969

4920 Elm Street, Suite 305, Bethesda, MD 20814

Christopher Sargent (CRD# 410969) is an Investment Advisor Representative working at Sargent Investment Group in Bethesda, MD and has over 40 years of experience in the finance industry.

8

CRD#: 7260634

4920 Elm Street, Suite 305, Bethesda, MD 20814

Timothy Pang (CRD# 7260634) is an Investment Advisor Representative working at Sargent Investment Group in Bethesda, MD and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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