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Christopher Smith Sargent

SARGENT INVESTMENT GROUP, LLC·BETHESDA, Maryland
Clean recordSARGENT INVESTMENT GROUP, LLC
4920 ELM STREET, BETHESDA, MD 20814CRD# 410969Firm CRD# 297499

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Smith Sargent · BETHESDA, MD
Registration
CRD #410969 · SARGENT INVESTMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christopher Smith Sargent is a registered financial advisor based in BETHESDA, Maryland, affiliated with SARGENT INVESTMENT GROUP, 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
Introduction

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03

Firm Overview

Firm
SARGENT INVESTMENT GROUP, LLC
SARGENT INVESTMENT GROUP
AUM
$1.1B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at SARGENT INVESTMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 410969
Firm CRD# 297499
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher Smith Sargent offer?
Christopher Smith Sargent specializes in Financial Planning, Investment Management. Contact their office in BETHESDA, Maryland for a consultation.
What are Christopher Smith Sargent's credentials?
Christopher Smith Sargent is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Smith Sargent located?
Christopher Smith Sargent is based in BETHESDA, Maryland, working with SARGENT INVESTMENT GROUP, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Christopher Smith Sargent charge for services?
Christopher Smith Sargent's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SARGENT INVESTMENT GROUP, LLC?
SARGENT INVESTMENT GROUP, LLC has approximately 13 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SARGENT INVESTMENT GROUP, LLC

Teresa Marie Schafer
BETHESDA, MD
Brian Douglas Mcgregor
BETHESDA, MD
Christopher Neel Rhyne
BETHESDA, MD
Ricardo Martin Rosenberg
BETHESDA, MD
Nancy Rosenberg
BETHESDA, MD

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