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Financial ADVSR advisor directory · SEC adviser records

Sargent Investment Group financial advisors in Maryland

Every SEC-registered investment adviser representative at a Sargent Investment Group office in Maryland, by city and A to Z.

The short answer

14 registered advisors work at Sargent Investment Group in Maryland, out of 14 nationwide; it's the firm's number 1 state by advisors, and the most are in Bethesda (14). 2 list the CFP designation and 0 are also registered broker representatives.

Sargent Investment Group advisors by city in Maryland

Every firm in Maryland →

Bethesda 14

Sargent Investment Group advisors in Maryland, A to Z

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Questions

How many Sargent Investment Group financial advisors are in Maryland?

14 investment adviser representatives are registered at Sargent Investment Group offices in Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 14 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Maryland does Sargent Investment Group have the most advisors?

Bethesda, with 14. Sargent Investment Group has advisors in 1 city in Maryland.

How do I check a Sargent Investment Group advisor in Maryland?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sargent Investment Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.