Edward
Terranova
Sagepoint Financial, Inc
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About this Advisor
Edward Terranova is a financial advisor operating in Phoenix, Arizona. Terranova is currently employed by Sagepoint Financial, Inc. Throughout their career, Terranova has worked at Charles Schwab & Co., Inc, Jpmorgan Chase, Advisor Group and Morgan Stanley. Terranova maintains Series 66 and Series 63 licenses, qualifying them as a securities agent, and can advise clients in Texas. Sagepoint Financial, Inc is a firm headquartered in Phoenix, AZ. The investment advisory business has offices in 770 locations and a total of 3,563 advisors. It handles $17 billion in total assets across its 86,848 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 113 charitable organizations. Of its 86,848 accounts, just 10% are held by high-net-worth investors who have more than $1 million in investable assets. Sagepoint Financial, Inc has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules largely are based on which service is provided. Fees charged by Sagepoint Financial, Inc can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sagepoint Financial, Inc Brokerage Details
$16,478,907,740
3,563
86,848
$189,744
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Edward Terranova Work History
Edward has been registered as a financial advisor for 0 years.*
Advisor Group
Morgan Stanley
Charles Schwab & Co., Inc
Jpmorgan Chase
*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 Edward Terranova to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Phoenix, AZ
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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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