Unclaimed Profile

Thomas Blake Sidlo

SAGEPOINT FINANCIAL, INC.·PHOENIX, Arizona

SIE, Series 7, Series 53, Series 63, Series 99TOClean recordSAGEPOINT FINANCIAL, INC.

20 E. THOMAS ROAD, PHOENIX, AZ 85012CRD# 1012276Firm CRD# 133763

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Blake Sidlo · PHOENIX, AZ

Registration

CRD #1012276 · SAGEPOINT FINANCIAL, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 53

Series 63

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAGEPOINT FINANCIAL, INC.

CRD 133763 · SEC 801-64721

AUM

$16.5B

Regulatory assets under management

Employees

3,563

86,848 client accounts

Services offered by SAGEPOINT FINANCIAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SAGEPOINT FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Thomas Blake Sidlo offer?

Thomas Blake Sidlo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHOENIX, Arizona for a consultation.

What are Thomas Blake Sidlo's credentials?

Thomas Blake Sidlo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Blake Sidlo located?

Thomas Blake Sidlo is based in PHOENIX, Arizona, working with SAGEPOINT FINANCIAL, INC.. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.

How does Thomas Blake Sidlo charge for services?

Thomas Blake Sidlo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAGEPOINT FINANCIAL, INC.?

SAGEPOINT FINANCIAL, INC. has approximately 3563 employees and manages $16.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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