Asa
Savage

Aegis Capital Corp

CRD#2865878
Investment Advisor
in New York, NY

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About this Advisor

Asa Savage is a financial advisor operating in New York, New York with 8 years of industry experience. Savage currently works for Aegis Capital Corp. Their career trajectory has included roles at Jhs Capital Advisors, LLC, Jhs Capital Advisors, LLC and Aegis Capital Corp. Savage has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in New York, Oregon and Texas. Aegis Capital Corp is a financial advisory firm that has its headquarters in New York, NY. The investment advisory business has offices in 19 locations and a total of 297 people on staff. It handles $1 billion in total assets among its 2,166 accounts, making it one of the larger firms in the United States by assets under management. Of its 2,166 client accounts, 16% belong to high-net-worth investors who have greater than $1 million in investable assets. Aegis Capital Corp has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fees largely depend on which services are provided. Fees billed by Aegis Capital Corp most likely consist of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1345 Avenue Of The Americas 27Th Floor
New York, NY 10105

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Aegis Capital Corp Brokerage Details

Total Assets Under Management

$1,033,140,094

NY Average: $7,464,549,021
Total Number of Employees

297

NY Average: 88
Total Number of Accounts

2,166

NY Average: 3,892
Average Account Size

$476,981

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Asa Savage Work History

Asa has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Aegis Capital Corp

2012 - 2015 (3 years)

Jhs Capital Advisors,LLC

2012 - 2015 (3 years)

Jhs Capital Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Asa Savage to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aegis Capital Corp

Geoffrey Johnston
Melville, NY
Matthew Gaer
New York, NY
John Pritchard
New York, NY
Jeffrey Thure
Melville, NY
Michelle Perres
Melville, NY
Barry Havener
Bradenton, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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