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 20 states (or territories).
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Total Assets Under Management1,147MILLION
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Total Number of Accounts1,676ACCOUNTS
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Average Account Value$684,246
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, DC, DE, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NM, NY, OR, PA, TX, VA, WA
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.
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.
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.
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.
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.
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.
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.
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.