Unclaimed Profile

Jeffrey Spencer Sargent

HOLISTIC WEALTH ADVISORS·CLIFTON PARK, New York

Clean recordHOLISTIC WEALTH ADVISORS

5 SOUTHSIDE DRIVE, CLIFTON PARK, NY 12065CRD# 2167467Firm CRD# 332918

Profile Verification

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

Identity

Jeffrey Spencer Sargent · CLIFTON PARK, NY

Registration

CRD #2167467 · HOLISTIC WEALTH ADVISORS

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Spencer Sargent is a registered financial advisor based in CLIFTON PARK, New York, affiliated with HOLISTIC WEALTH ADVISORS. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

HOLISTIC WEALTH ADVISORS

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at HOLISTIC WEALTH ADVISORS →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 2167467

Firm CRD# 332918

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Frequently Asked Questions

What services does Jeffrey Spencer Sargent offer?

Jeffrey Spencer Sargent specializes in Financial Planning, Investment Management. Contact their office in CLIFTON PARK, New York for a consultation.

What are Jeffrey Spencer Sargent's credentials?

Jeffrey Spencer Sargent is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Spencer Sargent located?

Jeffrey Spencer Sargent is based in CLIFTON PARK, New York, working with HOLISTIC WEALTH ADVISORS. Their office serves clients in the CLIFTON PARK metropolitan area and surrounding communities.

How does Jeffrey Spencer Sargent charge for services?

Jeffrey Spencer Sargent's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HOLISTIC WEALTH ADVISORS?

HOLISTIC WEALTH ADVISORS has approximately 9 employees. The firm is registered with the SEC as an investment adviser.

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