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SARGENT INVESTMENT GROUP, LLC
SARGENT INVESTMENT GROUP, LLC
SARGENT INVESTMENT GROUP
BETHESDA, Maryland
·
6 registered advisors
·
CRD# 297499
SEC# 801-113542
0
(202) 580-6400
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at SARGENT INVESTMENT GROUP, LLC
6 registered advisors
Brian Douglas Mcgregor
BETHESDA, Maryland
CRD# 4694197
Christopher Neel Rhyne
BETHESDA, Maryland
CRD# 5677027
Christopher Smith Sargent
BETHESDA, Maryland
CRD# 410969
Nancy Rosenberg
BETHESDA, Maryland
CRD# 7557388
Ricardo Martin Rosenberg
BETHESDA, Maryland
CRD# 728493
Teresa Marie Schafer
BETHESDA, Maryland
CRD# 1657564
05
Office Locations
BETHESDA, Maryland
6 advisors
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Data sourced from SEC Form ADV filings. SARGENT INVESTMENT GROUP, LLC (CRD# 297499) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.