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Jeffrey Spencer Sargent

HOLISTIC WEALTH ADVISORS·CLIFTON PARK, New York
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5 SOUTHSIDE DRIVE, CLIFTON PARK, NY 12065CRD# 2167467Firm CRD# 332918
01

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.

02

Focus Areas

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

Firm Overview

Firm
HOLISTIC WEALTH ADVISORS
HOLISTIC WEALTH ADVISORS
AUM
—
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at HOLISTIC WEALTH ADVISORS →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2167467
Firm CRD# 332918
No disclosures on file
View on FINRA BrokerCheck →

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05

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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