Cory
Schmelzer

Sagepoint Financial, Inc

CRD#2822157
Investment Advisor
in San Diego, CA
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About this Advisor

Cory Schmelzer is a certified financial planner whose office is in San Diego, California. Currently an investment advisor at Sagepoint Financial, Inc, Schmelzer has 14 years of experience as a registered advisor. Schmelzer maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Schmelzer is able to act as an advisor in California and Texas. Their career trajectory has included roles at Aig Financial Advisors, Inc, Sagepoint Financial, Inc, San Diego Wealth Management, LLC (155876) and Retirement & Tax Solutions. Sagepoint Financial, Inc is based out of San Diego, California, and has 615 additional locations throughout the country. As a company, Sagepoint Financial, Inc manages $7 billion in assets throughout 33,830 accounts and employs more than 2,032 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the country. The firm manages 19,836 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 11% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Sagepoint Financial, Inc provides 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

6265 Greenwich Drive Suite 100D
San Diego, CA 92122

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$7,988,217,859

CA Average: $1,555,372,352
Total Number of Employees

1,957

CA Average: 37
Total Number of Accounts

42,989

CA Average: 1,370
Average Account Size

$185,820

CA Average: $1,135,308

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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

Cory Schmelzer Work History

Cory has 14 years of experience.

2011 - Present (8 years)

San Diego Wealth Management, LLC (155876)

2009 - Present (10 years)

Sagepoint Financial, Inc

2005 - 2009 (4 years)

Aig Financial Advisors, Inc

2004 - 2011 (7 years)

Retirement & Tax Solutions

Disclosures

Cory Schmelzer has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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