AdvisorOS Directory
Claim Profile
SC

Sheri Iannetta Cupo

SAGEBROADVIEW WEALTH MANAGEMENT, LLC·FARMINGTON, Connecticut
Unclaimed Profile
10 WATERSIDE DRIVE, FARMINGTON, CT 06032-2837CRD# 4554123Firm CRD# 126472
01

About

Sheri Iannetta Cupo is a registered financial advisor based in FARMINGTON, Connecticut, affiliated with SAGEBROADVIEW WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SAGEBROADVIEW WEALTH MANAGEMENT, LLC
SAGEBROADVIEW WEALTH MANAGEMENT, LLC
AUM
$318M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SAGEBROADVIEW WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4554123
Firm CRD# 126472
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FARMINGTON?

Browse all registered financial advisors in FARMINGTON, Connecticut or claim this profile if it's yours.

Browse FARMINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Sheri Iannetta Cupo offer?
Sheri Iannetta Cupo specializes in Financial Planning, Investment Management. Contact their office in FARMINGTON, Connecticut for a consultation.
What are Sheri Iannetta Cupo's credentials?
Sheri Iannetta Cupo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sheri Iannetta Cupo located?
Sheri Iannetta Cupo is based in FARMINGTON, Connecticut, working with SAGEBROADVIEW WEALTH MANAGEMENT, LLC. Their office serves clients in the FARMINGTON metropolitan area and surrounding communities.
How does Sheri Iannetta Cupo charge for services?
Sheri Iannetta Cupo'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 SAGEBROADVIEW WEALTH MANAGEMENT, LLC?
SAGEBROADVIEW WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $318M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FARMINGTON
Kevin Christopher Leahy — CONNECTICUT WEALTH MANAGEMENT, LLCDenis Michael Horrigan — CONNECTICUT WEALTH MANAGEMENT, LLCMichael Anthony Tedone — CONNECTICUT WEALTH MANAGEMENT, LLCLouis Green — MJP ASSOCIATES, INC.John M Flynn — SYMETRA INVESTMENT MANAGEMENT COMPANY
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile