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Chief Executive Officer/managing Member · Sargent Investment Group

Brian D. McGregor

CRD 4694197 · Named on Form ADV at one SEC-registered adviser

At a glance

Sargent Investment Group, an SEC-registered wealth manager based in Bethesda, MD with $1.5 billion in regulatory assets, lists Brian D. McGregor on its Form ADV as Chief Executive Officer/managing Member, a control person.

Firms and roles

  • Sargent Investment GroupChief Executive Officer/managing MemberWealth manager · Bethesda, MD · $1.5B in regulatory assets

AtlasMembers

Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Brian on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.