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Sargent Investment Group financial advisors in Bethesda, MD
Every SEC-registered investment adviser representative at a Sargent Investment Group office in Bethesda, A to Z.
The short answer
14 registered advisors work at Sargent Investment Group in Bethesda, out of 14 at the firm nationwide; it ranks number 16 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Sargent Investment Group advisors in Bethesda, A to Z
Every Sargent Investment Group advisor →- Samuel F. Beach Jr.Investment adviser rep
- Matthew J. ElmoreInvestment adviser rep
- Susette GustiniInvestment adviser rep
- Thomas R. HealyInvestment adviser rep
- Laura E. HodgsonInvestment adviser rep
- Zachary HubbardCertified Financial Planner
- Edward H. LamadeInvestment adviser rep
- Brian D. McGregorInvestment adviser rep
- Sara J. MongnoInvestment adviser rep
- Timothy PangChartered Financial Analyst
- Christopher N. RhyneInvestment adviser rep
- Ricardo M. RosenbergInvestment adviser rep
- Christopher S. SargentInvestment adviser rep
- David T. SeamansCertified Financial Planner
Sargent Investment Group advisors in every city and state →Sargent Investment Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Bethesda
All Bethesda advisors →Wells Fargo Advisors Financial Network, LLC 91Morgan Stanley 76Wells Fargo Clearing Services, LLC 53Chevy Chase Trust Company 41UBS Financial Services Inc. 37Ameriprise Financial Services, LLC 34Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Charles Schwab & Co., Inc. 26Wealthspire Retirement Advisory 25Strategic Advisers LLC 20Xml Financial Group 20Eagle Strategies LLC 17
Questions
How many financial advisors does Sargent Investment Group have in Bethesda?
14 investment adviser representatives are registered at Sargent Investment Group offices in Bethesda, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 14 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Sargent Investment Group one of the largest advisor employers in Bethesda?
Sargent Investment Group ranks number 16 in Bethesda by registered advisors; Wells Fargo Advisors Financial Network, LLC has the most, with 91.
How do I check a Sargent Investment Group advisor in Bethesda?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.