Unclaimed Profile

Meagan D'angelo

SARGENT BICKHAM LAGUDIS, LLC·BOULDER, Colorado

Clean record15 years registeredSARGENT BICKHAM LAGUDIS, LLC

4840 PEARL EAST CIRCLE, BOULDER, CO 80301CRD# 5514768Firm CRD# 113216

Profile Verification

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

Identity

Meagan D'angelo · BOULDER, CO

Registration

CRD #5514768 · SARGENT BICKHAM LAGUDIS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

LIDO

Apr 2023 – present

COLORADO FINANCIAL MANAGEMENT LLC

Apr 2011 – Apr 2023

BOULDER, CO

Registrations & Exams

Registration record

First registered · April 14, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SARGENT BICKHAM LAGUDIS, LLC

CRD 113216 · SEC 801-56204

AUM

$2.0B

Regulatory assets under management

Employees

2,985 client accounts

Services offered by SARGENT BICKHAM LAGUDIS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SARGENT BICKHAM LAGUDIS, LLC →

Introduction

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Frequently Asked Questions

What services does Meagan D'angelo offer?

Meagan D'angelo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOULDER, Colorado for a consultation.

What are Meagan D'angelo's credentials?

Meagan D'angelo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Meagan D'angelo located?

Meagan D'angelo is based in BOULDER, Colorado, working with SARGENT BICKHAM LAGUDIS, LLC. Their office serves clients in the BOULDER metropolitan area and surrounding communities.

How does Meagan D'angelo charge for services?

Meagan D'angelo'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 SARGENT BICKHAM LAGUDIS, LLC?

SARGENT BICKHAM LAGUDIS, LLC has approximately 17 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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